JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 85 $16.8K <0.01% +3 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 85 $16.8K <0.01% -50 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 83 $16.4K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 82 $16.2K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 77 $15.2K <0.01% +10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 76 $15K <0.01% +28 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 75 $14.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 73 $14.4K 0.01% -2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 72 $14.3K 0.01% -29 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 72 $14.2K <0.01% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 70 $13.8K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 68 $13.4K <0.01% +33 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 64 $12.8K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 67 $12.7K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 61 $12.1K -1,037 Timeline Hilltop National Bank More: the full row for Hilltop National Bank 59 $11.7K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 57 $11.3K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 53 $10.5K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 50 $9.54K <0.01% new 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 48 $9.49K <0.01% -22 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 50 $9.39K 0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 44 $8.7K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $8.7K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 41 $8.11K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 36 $7.12K <0.01% +2 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 36 $7.06K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 35 $6.92K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 34 $6.72K <0.01% -3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 33 $6.53K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 34 $6.42K <0.01% -4 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 32 $6.33K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27 $6K <0.01% -9 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 30 $5.67K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 28 $5.54K <0.01% +13 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 27 $5.34K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 24 $4.75K <0.01% -44 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 24 $4.58K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 23 $4.56K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 23 $4.56K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 22 $4.43K <0.01% -1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 22 $4.35K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 22 $4.35K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18 $3.56K <0.01% +3 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 18 $3.56K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 17 $3.36K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $3.28K <0.01% -1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16 $3.16K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16 $3.16K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $2.97K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $2.97K <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $2.97K <0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $2.77K <0.01% +2 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13 $2.57K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $2.57K <0.01% +3 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 11 $2.18K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $2K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10 $1.98K <0.01% 0 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 10 $1.98K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.98K <0.01% +3 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $1.98K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10 $1.98K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.78K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $1.58K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8 $1.58K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7 $1.44K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7 $1.41K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $1.39K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $1.32K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $1.19K <0.01% +5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5 $989 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $989 <0.01% +4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $989 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5 $989 <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4 $791 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $594 <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $594 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $593 <0.01% -2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $593 <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3 $593 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3 $593 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $554 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2 $396 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $396 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $396 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2 $396 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $396 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $198 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $198 <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1 $198 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $198 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $71 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.