1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 305 $6.95K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 298 $6.79K <0.01% -17 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 294 $6.69K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 290 $6.6K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 290 $6.6K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 286 $6.53K <0.01% -5 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 282 $6.42K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 274 $6.24K <0.01% +62 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 269 $6.12K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 280 $6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 261 $5.94K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 259 $5.9K <0.01% +47 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 252 $5.74K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 245 $5.58K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 240 $5.47K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 240 $5.46K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 228 $5.44K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 236 $5.37K <0.01% -340 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 234 $5.33K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 231 $5.26K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 230 $5.24K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 229 $5.22K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 225 $5.12K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 222 $5.05K <0.01% -49 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 224 $5K <0.01% -55 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 219 $4.99K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 216 $4.92K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 211 $4.8K <0.01% +11 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 211 $4.8K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $4.55K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $4.55K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 200 $4.55K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 200 $4.55K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 200 $4.55K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 193 $4.39K <0.01% +118 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 223 $4.26K <0.01% +115 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 181 $4.16K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 183 $4.16K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 180 $4.1K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 178 $4.05K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 178 $4.05K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 175 $3.98K <0.01% 0 13F-HR/A Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 168 $3.83K <0.01% -1 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 166 $3.78K <0.01% -421 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 160 $3.65K <0.01% +1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 160 $3.64K <0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 156 $3.55K <0.01% +65 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 200 $3.55K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 151 $3.44K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 150 $3.42K <0.01% -500 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 141 $3.21K <0.01% -49 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 138 $3.15K <0.01% +93 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 136 $3.1K <0.01% +45 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 160 $3.05K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 132 $3K <0.01% -76 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 129 $2.94K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 149 $2.72K <0.01% 13F-HR/A Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 116 $2.64K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 109 $2.55K <0.01% +59 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 111 $2.52K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 110 $2.5K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 110 $2.5K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 109 $2.48K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 106 $2.41K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $2.28K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $2.28K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $2.06K <0.01% -45 13F-HR Timeline CNB Bank More: the full row for CNB Bank 75 $1.71K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 73 $1.66K <0.01% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 67 $1.52K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 62 $1.41K <0.01% -955 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 55 $1.25K <0.01% -186 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 55 $1.25K <0.01% -27 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 52 $1.18K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 44 $1K <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 78 $1K <0.01% +9 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 60 $1K <0.01% -300 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 42 $950 <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 40 $910 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 39 $897 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 37 $842 <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $797 <0.01% -19 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 31 $724 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 31 $706 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 30 $688 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $684 <0.01% -66 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 30 $683 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 25 $569 <0.01% +9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $536 <0.01% -6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $519 <0.01% -29 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $501 <0.01% -3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21 $490 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $479 <0.01% +1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21 $478 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 20 $455 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 19 $433 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $388 <0.01% -15 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $387 <0.01% -3 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16 $367 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14 $353 <0.01% -187 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 15 $342 <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $342 <0.01% -7 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $342 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $342 <0.01% +5 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14 $319 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 13 $296 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $252 <0.01% -12 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $244 <0.01% -5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $228 <0.01% +5 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 750 $171 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $159 <0.01% -12 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $140 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 6 $137 <0.01% -6 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $114 <0.01% -118 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $69 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $23 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 17 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.