Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 215 $13.9K <0.01% -183 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 215 $13.9K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 213 $13.8K 0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 208 $13.6K <0.01% -2,802 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 197 $13K <0.01% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 196 $13K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 187 $13K <0.01% -191 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 200 $12.9K <0.01% 0 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 200 $12.9K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 200 $12.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 193 $12.5K 0.01% +65 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 192 $12.4K <0.01% +42 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 191 $12.3K <0.01% 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 193 $12K <0.01% +99 13F-HR Timeline Physician Wealth Advisors, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 43 $2.78K <0.01% -11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 42 $2.71K <0.01% -45 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 39 $2.57K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 39 $2.52K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 38 $2.46K <0.01% +28 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $2.45K <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 35 $2.29K <0.01% -201 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 35 $2.26K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 33 $2.13K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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Inc. 30 $1.94K <0.01% +9 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 29 $1.87K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 29 $1.85K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26 $1.68K <0.01% +25 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 26 $1.68K <0.01% +9 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24 $1.55K <0.01% -65 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 24 $1.55K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $1.53K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 22 $1.45K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 22 $1.42K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20 $1.29K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $1.23K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $1.21K <0.01% +10 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 97 $1.16K <0.01% +79 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 16 $1.03K <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 19 $1K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 15 $969 <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 14 $905 <0.01% -134 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $841 <0.01% +2 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12 $776 <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 12 $776 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11 $711 <0.01% -13 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $646 <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $582 <0.01% -10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $517 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $452 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $396 <0.01% +1 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 5 $377 <0.01% -4,316 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5 $323 <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 5 $323 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $323 <0.01% -48 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $290 <0.01% +2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4 $263 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $259 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $259 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $259 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $196 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $194 <0.01% +2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $194 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $129 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $129 <0.01% -1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1 $65 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $65 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $65 <0.01% -19 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $65 <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 0 $27 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -363 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 0 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -278 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.