Larson Financial Group LLC More: the full row for Larson Financial Group LLC 206 $27.3K <0.01% +58 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 204 $27K 0.01% +124 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 203 $26.9K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 201 $26.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 187 $24.8K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 182 $24K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 168 $22.3K 0.01% +75 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 154 $20.4K <0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 152 $20.2K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 150 $19.9K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 145 $19.2K <0.01% +143 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 146 $19K <0.01% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 143 $18.9K <0.01% +17 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 124 $16.5K <0.01% -1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 124 $16.4K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 119 $16K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 117 $15.5K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 115 $15.2K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 110 $14.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 109 $14.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 107 $14.2K <0.01% -291 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 106 $14K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 100 $13.3K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 89 $11.8K 0.01% -23 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 87 $11.5K <0.01% 0 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 73 $11.3K 0.02% 13F-HR/A Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 84 $11.1K 0.01% +18 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 76 $10.1K <0.01% +75 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 78 $10K <0.01% -1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 75 $9.93K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 73 $9.66K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 70 $9.27K <0.01% -9 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 68 $9K <0.01% -150 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 59 $7.81K <0.01% -77 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 59 $7.81K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 58 $7.68K <0.01% +5 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 57 $7.58K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 56 $7.45K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 45 $6.09K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 43 $5.69K 0.11% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42 $5.56K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 41 $5.43K <0.01% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 40 $5.3K <0.01% -212 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 41 $5K <0.01% +20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $4.63K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $4.63K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 31 $4.1K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 27 $3.58K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 26 $3.52K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 26 $3.51K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 25 $3.31K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 23 $3.09K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23 $3.06K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 23 $3.04K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 23 $3.04K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 24 $3K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $2.91K <0.01% -4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $2.74K <0.01% +20 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $2.65K <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 19 $2.52K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $2.45K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 18 $2.38K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 17 $2.25K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $2.17K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16 $2.12K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15 $1.97K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $1.85K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $1.85K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 13 $1.72K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $1.72K <0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 11 $1.46K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $1.46K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $1.32K <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $1.25K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $1.2K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9 $1.19K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $1.19K <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $1.06K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $1.06K <0.01% +2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $965 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $927 <0.01% -60 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7 $927 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7 $927 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7 $927 <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $910 <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 6 $794 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6 $794 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5 $662 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $532 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $530 <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $530 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $530 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $530 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3 $397 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $397 <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2 $265 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $265 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $146 <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1 $134 <0.01% new 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $133 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Bollard Group LLC More: the full row for Bollard Group LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 0 $0 0% -622 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 135,272 $17.9K -6,279 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.