Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 88 $4.48K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 82 $4.17K <0.01% -8 13F-HR/A Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 79 $4.02K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 70 $4K <0.01% -33 13F-HR Timeline BAYBAN More: the full row for BAYBAN 77 $3.92K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 72 $3.67K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 72 $3.67K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 72 $3.67K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 71 $3.62K <0.01% -300 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 66 $3.36K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 63 $3.31K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 64 $3.26K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 62 $3.16K <0.01% -8 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 61 $3.11K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 60 $3.06K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 66 $3K 0.05% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 51 $3K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 50 $3K <0.01% 0 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 56 $2.85K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 54 $2.75K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 54 $2.75K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 51 $2.6K <0.01% -26 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 50 $2.55K <0.01% -35 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 50 $2.55K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 46 $2.34K <0.01% -5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 45 $2.29K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $2.24K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 41 $2.09K <0.01% -5 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 38 $1.94K <0.01% 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 37 $1.88K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 36 $1.83K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 35 $1.78K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $1.78K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 35 $1.78K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 33 $1.68K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 33 $1.68K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 33 $1.68K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 32 $1.63K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 29 $1.48K <0.01% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 28 $1.43K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 28 $1.43K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 27 $1.38K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 27 $1.38K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 26 $1.32K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 26 $1.32K <0.01% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 24 $1.22K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 23 $1.17K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 22 $1.12K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 20 $1.02K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $1.02K <0.01% -28 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 20 $1.02K <0.01% -135 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $968 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 18 $916 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18 $916 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 17 $865 <0.01% -34 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 16 $815 <0.01% -1 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 15 $764 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $713 <0.01% -29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $713 <0.01% +12 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 14 $713 <0.01% -16 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 14 $713 <0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 13 $662 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 13 $662 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 10 $526 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $459 <0.01% -333 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $458 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $408 <0.01% -42 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $408 <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8 $407 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $407 <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 7 $357 <0.01% -12 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7 $356 <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7 $356 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6 $305 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6 $305 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $255 <0.01% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $204 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $204 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 4 $204 <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3 $153 <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $153 <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3 $152 <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3 $132 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $103 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $102 <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $102 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2 $102 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $51 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $51 <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $51 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $51 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $51 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1 $51 <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1 $51 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $51 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $51 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1 $51 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $50 <0.01% -2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $1 <0.01% -16 13F-HR Timeline Amount filed as zero, left out of ratios.