Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,947 $31.3K <0.01% +1,216 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,927 $31K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,861 $29.9K <0.01% +118 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,753 $28.2K <0.01% +1,330 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,685 $27.1K <0.01% +75 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,663 $26.7K 0.01% -3,941 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,640 $26.4K 0.02% +1,197 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,600 $25.7K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,600 $25.7K 0.02% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,501 $24.1K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,500 $24.1K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,502 $24K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,355 $21.8K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,330 $21.4K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,290 $20.7K 0.01% +1,148 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,249 $20.1K 0.01% +580 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,244 $20K 0.01% +323 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,162 $18.7K <0.01% -88 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,125 $18.1K <0.01% -243 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,069 $17.2K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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More: the full row for HAZLETT, BURT & WATSON, INC. 800 $13K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 800 $12.9K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 791 $12.7K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 688 $11.1K <0.01% -1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 688 $11.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for OAKWORTH CAPITAL, INC. 452 $7.27K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $7.24K <0.01% -745 13F-HR Timeline Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 407 $7K 0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 400 $6.43K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 392 $6.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 390 $6.27K <0.01% -181 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 379 $6.09K <0.01% -795 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $6K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 363 $5.84K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 353 $5.68K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 350 $5.63K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Turning Point Benefit Group, Inc. 169 $2.72K <0.01% +156 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 150 $2.41K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 150 $2.41K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 146 $2.35K <0.01% -2,718 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 137 $2.21K <0.01% -1,399 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 133 $2.14K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 130 $2.1K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 128 $2.06K <0.01% +55 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 127 $2.04K <0.01% -61 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 125 $2.01K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 133 $2K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 122 $1.96K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 120 $1.93K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 119 $1.91K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 114 $1.83K <0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 113 $1.82K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 110 $1.77K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 107 $1.73K <0.01% -3,112 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 103 $1.66K <0.01% -9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 101 $1.62K <0.01% +3 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 100 $1.61K <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 97 $1.56K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 87 $1.4K <0.01% 13F-HR/A Timeline Eukles Asset Management More: the full row for Eukles Asset Management 86 $1.38K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 85 $1.37K <0.01% -75 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 76 $1.29K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 78 $1.25K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 67 $1.08K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 60 $970 <0.01% +47 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 56 $900 <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 50 $804 <0.01% -15 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 49 $788 <0.01% -43 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 47 $756 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 47 $756 <0.01% -32 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 46 $745 <0.01% +1 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 691 $691 <0.01% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 41 $660 <0.01% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 39 $627 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 38 $611 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 34 $547 <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 30 $518 <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 31 $498 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 30 $483 <0.01% +10 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 30 $482 <0.01% +20 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 28 $450 <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 23 $370 <0.01% -2 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 21 $332 <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 20 $322 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 19 $306 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $274 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 17 $274 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16 $261 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $234 <0.01% -10,769 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $226 <0.01% -2 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 13 $209 -200 Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $165 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8 $129 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6 $101 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $17 <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 1 $16 <0.01% -345 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 61 $0 0% -53 13F-HR Timeline Value filed as zero, left out of ratios. Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.