EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 240 $4.59K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 234 $4.47K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 233 $4.45K <0.01% -194 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 230 $4.39K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 229 $4.38K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 229 $4.38K <0.01% -23 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 227 $4.34K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 225 $4.3K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 223 $4.26K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 219 $4.19K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 213 $4.07K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 211 $4.03K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 252 $4K <0.01% +28 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 204 $3.89K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $3.82K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 200 $3.82K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 187 $3.57K <0.01% -44 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 183 $3.5K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 181 $3.46K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 180 $3.44K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 175 $3.34K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 173 $3.31K <0.01% +5 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 167 $3.19K <0.01% +31 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 166 $3.17K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 165 $3.15K <0.01% -133 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 181 $3K <0.01% -99 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 156 $2.98K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 151 $2.89K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 150 $2.87K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 145 $2.78K <0.01% -38 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 143 $2.73K <0.01% -79 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 142 $2.71K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 137 $2.62K <0.01% -137 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 135 $2.58K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 134 $2.56K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 129 $2.46K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 120 $2.29K <0.01% -18 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 116 $2.22K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 110 $2.1K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 109 $2.08K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 115 $2K <0.01% -17 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $1.91K <0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 100 $1.91K <0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 100 $1.91K <0.01% 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 94 $1.8K <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 93 $1.78K <0.01% -85 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 92 $1.76K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 90 $1.72K <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $1.72K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 87 $1.66K <0.01% -17,719 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 84 $1.61K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 75 $1.43K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 73 $1.4K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 67 $1.28K <0.01% +42 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 67 $1.28K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 64 $1.22K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 62 $1.19K <0.01% +27 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 62 $1.19K <0.01% +57 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 62 $1.19K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 58 $1.11K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 52 $994 <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 46 $880 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 46 $880 <0.01% +31 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 46 $879 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 44 $841 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 42 $803 <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 40 $759 <0.01% +1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 37 $707 <0.01% 0 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 34 $650 <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $612 <0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 31 $592 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 31 $592 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 30 $574 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $574 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 30 $574 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 30 $573 <0.01% +20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $516 <0.01% +10 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 27 $516 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $425 <0.01% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21 $414 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 20 $382 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 16 $306 <0.01% -3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 15 $287 <0.01% 0 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 13 $248 <0.01% -2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 13 $248 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9 $172 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $115 <0.01% -15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $115 <0.01% -16 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $114 <0.01% -5 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $114 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $78 <0.01% -24 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $77 <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 40,645 $54 0.01% +37,823 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $20 <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $19 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.