Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 175 $10.6K 0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 173 $10.4K <0.01% -648 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 172 $10.4K <0.01% +151 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 172 $10.4K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 167 $10.1K <0.01% -353 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 164 $9.9K 0.01% +100 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 162 $9.77K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 161 $9.71K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 143 $9.24K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 150 $9.05K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 $9.05K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 150 $9.05K 0.01% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 140 $8.44K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 132 $7.96K <0.01% new 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 129 $7.78K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 129 $7.75K <0.01% -1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 127 $7.66K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 126 $7.6K <0.01% -196 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 126 $7.6K <0.01% +26 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 126 $7.6K 0.01% -100 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 120 $7.24K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 120 $7.24K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 120 $7.24K 0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 115 $6.94K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 108 $6.51K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 103 $6.21K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $6.03K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 100 $6.03K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $6.03K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $6.03K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 100 $6.03K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $6.03K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 100 $6.03K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 100 $6.03K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 100 $6.03K <0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 100 $6K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 98 $5.91K <0.01% -14 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 97 $5.85K <0.01% -1,444 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 97 $5.85K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 92 $5.58K <0.01% +42 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 85 $5.13K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 84 $5.07K <0.01% -150 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 83 $5.01K <0.01% -150 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 82 $4.95K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 79 $4.76K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 78 $4.71K <0.01% +33 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 76 $4.58K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 75 $4.52K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 75 $4.52K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $4.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 72 $4.34K <0.01% +42 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 70 $4.22K <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 70 $4.22K <0.01% -785 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 70 $4.22K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 68 $4.1K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 68 $4.1K 0.18% +12 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 67 $4.04K <0.01% -427 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 73 $4K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 66 $3.98K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 65 $3.92K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 62 $3.74K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 60 $3.62K <0.01% 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 60 $3.62K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 59 $3.56K <0.01% -10 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 58 $3.5K <0.01% -75 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 55 $3.3K <0.01% 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 54 $3.26K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 54 $3.26K <0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 52 $3.14K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 50 $3.02K <0.01% -7,020 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $3.02K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 55 $3K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 38 $2.99K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 48 $2.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 45 $2.72K 0.25% -49,184 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 45 $2.71K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 44 $2.65K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 44 $2.65K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 43 $2.59K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 40 $2.41K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 39 $2.31K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 38 $2.29K <0.01% -51 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 38 $2.29K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 36 $2.18K <0.01% -19,192 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $2.17K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 36 $2.17K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 35 $2.11K 0.01% 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 34 $2.05K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 35 $2K <0.01% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25 $2K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 32 $1.95K <0.01% -24 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $1.69K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 25 $1.51K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Capital Management LLC More: the full row for TD Capital Management LLC 24 $1.45K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 23 $1.39K <0.01% -4 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 22 $1.33K <0.01% 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 19 $1.15K <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 17 $1.02K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 17 $1.02K <0.01% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 15 $905 <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 14 $844 <0.01% -550 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 11 $664 <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 11 $664 <0.01% 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $603 <0.01% -154,400 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $603 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $543 <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 9 $543 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9 $543 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7 $423 <0.01% -1,000 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $422 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $422 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 5 $302 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5 $302 <0.01% -25 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3 $225 <0.01% new 13F-HR Timeline Group RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 340 $205 0.01% 0 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $121 <0.01% 0 13F-HR/A Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2 $121 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $121 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $61 <0.01% 0 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1 $60 <0.01% -200,869 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 1 $60 <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% -160 13F-HR Timeline Value filed as zero, left out of ratios.