Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 206 $58.1K 0.01% +105 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 208 $58.1K 0.04% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 204 $57.1K 0.03% +24 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $55.9K 0.05% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 200 $55.9K 0.03% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 200 $55.9K 0.04% -3,066 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 198 $55.3K 0.01% -47 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 197 $55K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 195 $54.5K 0.01% +56 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 195 $54.5K 0.02% +95 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 191 $53.2K 0.03% +1 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 187 $52.2K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 180 $50.3K 0.02% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 177 $49.4K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 177 $49.4K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 171 $47.8K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 154 $47K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 163 $45.5K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 154 $43K 0.01% +127 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 153 $42.7K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 152 $42K 0.03% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 150 $41.9K <0.01% +50 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $41.9K 0.03% +50 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 144 $40.2K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 143 $40K 0.01% 0 13F-HR/A Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 142 $39.7K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 141 $39.5K 0.03% +89 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 137 $38.3K 0.02% +19 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 136 $38K 0.03% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 136 $38K 0.02% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 134 $37.4K 0.01% +64 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 134 $37.4K 0.01% +108 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 132 $36.9K 0.01% -20 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 130 $36.3K <0.01% -18,231 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 127 $35.5K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 127 $35.1K 0.02% +4 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 126 $35K 0.01% -28 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 124 $34.6K 0.01% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 124 $34.6K 0.01% -1,618 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 123 $34.4K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 122 $34.1K <0.01% +5 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 121 $33.8K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 116 $32.4K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 115 $32.1K 0.03% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 113 $31.6K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 113 $31.6K <0.01% +23 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 113 $31.6K 0.14% -165 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 113 $31.6K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 111 $31K 0.02% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 105 $29.3K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 99 $29.2K <0.01% -100 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 103 $28.8K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 102 $28.5K 0.06% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 100 $27.9K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $27.9K 0.02% -2,706 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 100 $27.9K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $27.9K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 94 $26.3K <0.01% -6 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 93 $26K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 92 $25.7K <0.01% +11 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 90 $25.2K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 87 $24.3K 0.02% -35 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 87 $24.2K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 85 $23.7K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 80 $22.3K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 73 $20.4K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 70 $19.7K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 70 $19.6K 0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 70 $19.6K 0.01% -15 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 121 $19.4K 0.17% -1,888 13F-HR Timeline Trust Co More: the full row for Trust Co 68 $19K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 67 $18.8K <0.01% +16 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 66 $18.4K <0.01% -348 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 65 $18.2K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 65 $18.2K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 65 $18.2K 0.01% +25 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 64 $17.9K 0.01% -6 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 62 $17.3K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 62 $17.3K <0.01% -120 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 61 $17K 0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 60 $16.8K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 60 $16.8K 0.01% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Capital Management More: the full row for Davis Capital Management 58 $16.2K 0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 58 $16.2K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 57 $15.9K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 55 $15.4K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 50 $14K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 50 $14K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 50 $14K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 50 $14K 0.01% -11,275 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 50 $14K 0.01% -8 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 46 $12.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 45 $12.6K <0.01% -68 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 45 $12.6K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 44 $12.3K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 43 $12K 0.01% -13 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 60 $11.8K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,235 $11.8K 0.01% +1,043 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 40 $11.2K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 40 $11.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 36 $10.1K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 36 $10.1K 0.01% +10 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 37 $10K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 36 $10K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 35 $9.78K <0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 35 $9.78K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 32 $9.23K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 30 $9.12K 0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 32 $8.94K 0.04% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 32 $8.94K <0.01% +20 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 30 $8.44K <0.01% +29 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 30 $8.38K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 30 $8.38K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 30 $8.38K 0.01% -1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 29 $8.1K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 28 $7.82K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 24 $6.7K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 24 $6.7K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 23 $6.42K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 21 $6.14K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 21 $5.87K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $5.87K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 20 $5.59K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 19 $5.31K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 19 $5.31K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 17 $4.9K <0.01% -85 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $4.75K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15 $4.19K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 14 $3.91K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 11 $3.05K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 10 $2.81K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 10 $2.79K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10 $2.79K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10 $2.79K <0.01% -436 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 9 $2.51K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 9 $2.51K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 8 $2.23K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7 $1.96K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6 $1.68K <0.01% +1 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $1.68K <0.01% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $1.4K <0.01% -41 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 5 $1.4K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 5 $1.4K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3 $838 <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3 $838 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 40 $584 <0.01% -342 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2 $559 <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $559 <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1 $279 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 77 $215 0.01% -178 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.