Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 58 $21.9K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 57 $21.5K <0.01% 0 13F-HR Timeline Group SMA Capital LLC More: the full row for SMA Capital LLC 53 $20K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 51 $19.3K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $19.3K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 49 $18.5K 0.01% +25 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 49 $18.5K <0.01% +5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49 $18.5K <0.01% 0 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 43 $16.2K <0.01% -32 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 42 $15.9K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 41 $15K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 38 $14.4K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 37 $14K <0.01% -55 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36 $13.6K <0.01% +27 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36 $13.5K <0.01% +2 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 34 $13.4K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 35 $13.2K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 34 $12.7K <0.01% -32 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 27 $10.2K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 25 $9.44K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 23 $8.69K <0.01% -22 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $8.31K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 21 $7.97K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17 $6.43K <0.01% +5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $6.04K <0.01% -2 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 16 $6.04K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15 $5.67K <0.01% -7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $5.29K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13 $4.91K <0.01% -8 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13 $4.91K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 12 $4.56K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12 $4.53K <0.01% -75 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12 $4.53K <0.01% -1 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $4.53K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 12 $4.53K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11 $4.16K <0.01% +1 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $4.16K <0.01% -2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11 $4.15K <0.01% -17 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $3.83K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 10 $3.78K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10 $3.78K <0.01% -7 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 9 $3.4K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9 $3.4K <0.01% -12 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 9 $3.4K <0.01% -14 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6 $2.27K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 6 $2.27K <0.01% -61 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4 $2K <0.01% -1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5 $1.89K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 5 $1.89K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $1.89K <0.01% -240 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5 $1.89K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $1.52K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4 $1.51K <0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $1.51K <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $1.51K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $1.51K <0.01% -19 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 3 $1.14K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $1.13K <0.01% -3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3 $1.13K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $1.13K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3 $1.13K <0.01% -23 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3 $1.04K <0.01% -3 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $756 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $755 <0.01% -7 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $755 <0.01% +1 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2 $755 <0.01% -3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $755 <0.01% -3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $423 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $378 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1 $378 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1 $378 <0.01% -1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $378 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1 $378 <0.01% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $378 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1 $378 <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% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.