Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,167 $32.7K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,124 $31.5K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,113 $31.2K <0.01% +871 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,059 $29.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,047 $29.3K <0.01% +76 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 1,005 $28.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 957 $26.8K 0.02% -111 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 948 $26.5K 0.01% +629 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 941 $26.3K <0.01% +16 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 905 $25.3K 0.01% +63 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 900 $25.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 898 $25K <0.01% 0 13F-HR/A Timeline Group MidFirst Bank More: the full row for MidFirst Bank 885 $24.8K <0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 875 $24.5K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 854 $23.9K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 798 $22.3K 0.01% 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 743 $20.8K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 722 $20.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 712 $19.9K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 659 $18.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 656 $18.4K <0.01% +84 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 616 $17.2K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 614 $17.2K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 593 $16.6K <0.01% +70 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 568 $15.9K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 525 $15.6K <0.01% +73 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 553 $15.5K <0.01% -390 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 552 $15.5K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 536 $15K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 506 $14K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 490 $13.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 480 $13.4K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 441 $12.3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 428 $12K <0.01% +152 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 421 $11.8K <0.01% -34 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 411 $11.5K <0.01% -1,107 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 400 $11.2K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 398 $11.1K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 397 $11.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 381 $10.7K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 380 $10.6K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 354 $9.91K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 353 $9.88K <0.01% +28 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 342 $9.58K <0.01% -56 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 331 $9.27K <0.01% +231 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 323 $9.04K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 308 $8.62K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 303 $8.48K 0.01% 13F-HR/A Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 299 $8.37K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 297 $8.32K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 290 $8.12K <0.01% -30 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 287 $8.04K <0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 281 $7.87K 0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 265 $7.42K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 264 $7.39K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 256 $7.17K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 254 $7.11K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 247 $6.92K <0.01% -307 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 246 $6.89K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 230 $6.44K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 223 $6.24K <0.01% -64 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 222 $6.22K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 219 $6.13K 0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 218 $6.1K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 218 $6.1K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 213 $5.96K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 209 $5.85K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 207 $5.8K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 195 $5.46K <0.01% -21 13F-HR Timeline Group Ninepoint Partners LP More: the full row for Ninepoint Partners LP 194 $5.43K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 194 $5.43K 0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 189 $5.31K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 189 $5.29K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 180 $5.04K <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 179 $5K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 177 $4.95K <0.01% +149 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 176 $4.93K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 172 $4.82K <0.01% +5 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 172 $4.82K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 155 $4.34K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 152 $4.3K <0.01% -283 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 150 $4.2K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 145 $4.06K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 144 $4.05K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 144 $4.03K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 157 $4K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 139 $3.89K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 131 $3.67K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 125 $3.5K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 121 $3.39K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 115 $3.22K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 115 $3.22K <0.01% -15 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 110 $3.08K <0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 102 $2.86K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 101 $2.83K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 100 $2.81K <0.01% +57 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 98 $2.76K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 97 $2.72K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 96 $2.69K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 85 $2.38K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 81 $2.27K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 77 $2.21K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 79 $2.21K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 78 $2.18K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 76 $2.13K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 74 $2.07K <0.01% +40 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 72 $2.02K <0.01% -928 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 84 $2K <0.01% +30 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 71 $1.99K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 46 $1.29K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $1.12K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 39 $1.09K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $980 <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 32 $896 <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 26 $728 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $700 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 23 $639 <0.01% -22 13F-HR Timeline Trust Co More: the full row for Trust Co 21 $588 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $252 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9 $252 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.