Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 834 $111K 0.07% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 808 $108K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 790 $105K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 790 $105K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 784 $105K 0.01% +84 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 779 $104K 0.03% +719 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 770 $103K 0.09% +3 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 758 $99.5K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 729 $97.3K <0.01% +609 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 725 $96.8K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 715 $95.4K 0.01% +582 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 715 $95.4K 0.02% +32 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 711 $94.9K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 705 $94.1K 0.02% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 686 $91.6K 0.04% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 679 $90.6K 0.02% +549 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 666 $89K 0.04% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 666 $88.9K 0.04% -1,064 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 632 $84.4K 0.06% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 619 $82.6K 0.02% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 600 $80.1K 0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 598 $80K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 585 $78.1K <0.01% -14 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 577 $77K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 560 $74.8K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 550 $73.5K <0.01% +91 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 544 $72.6K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 538 $71.8K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 530 $70.8K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 504 $67.3K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 490 $65.4K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 483 $64.5K 0.03% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 475 $63.4K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 470 $62.7K <0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 462 $61.6K 0.01% -84 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 61,138 $61.1K 0.04% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 446 $60K 0.02% +304 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 439 $58.6K 0.05% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 417 $55.7K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 415 $55.4K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 414 $55.3K 0.02% +250 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 410 $54.7K 0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 406 $54.2K 0.02% -500 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 403 $53.8K <0.01% 0 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 400 $53.4K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $53.4K 0.03% -400 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 394 $52.6K <0.01% -3,065 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 390 $52.1K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 379 $50.6K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 373 $49.8K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 368 $49.1K 0.06% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 358 $47.8K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 357 $47.7K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 353 $47.1K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 350 $46.7K 0.05% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 350 $46.7K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 348 $46.4K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 345 $46.1K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 345 $46.1K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 342 $45.6K 0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 341 $45.5K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 332 $44.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 320 $42.7K <0.01% -9 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 305 $40.8K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 298 $39.8K <0.01% +1 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 295 $39.4K 0.03% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 291 $38.8K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 290 $38.7K <0.01% 0 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 288 $38.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 286 $38.2K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 280 $37.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 276 $36.8K <0.01% 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 270 $36K 0.04% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 257 $34.3K <0.01% +7 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 240 $32K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 236 $31.5K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 234 $31.2K 0.01% -257 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 233 $31.1K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 230 $30.7K 0.01% +222 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 212 $28.3K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 205 $27.4K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 200 $27K 0.02% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 201 $26.8K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 200 $26.7K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 197 $26.3K 0.02% +46 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 196 $26.2K <0.01% -703 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 187 $25K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 179 $23.9K <0.01% -492 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 178 $23.7K 0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 169 $22.6K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 164 $21.9K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 154 $21K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $20K <0.01% -375 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 147 $20K 0.02% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 138 $18.4K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 137 $18.3K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 136 $18.2K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 135 $18K 0.01% -867 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 130 $17.4K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 127 $17K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 123 $16.4K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 122 $16.3K 0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 121 $16.2K <0.01% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 120 $16K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $15.7K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 115 $15.4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 115 $15.4K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 111 $14.8K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 111 $14.8K <0.01% +1 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 107 $14.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 105 $14K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 105 $14K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 103 $13.7K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 102 $13.6K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 99 $13.2K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 98 $13.1K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $13K <0.01% -725 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 91 $12.2K <0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 90 $12K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 88 $11.7K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 87 $11.6K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 80 $10.7K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 80 $10.7K 0.01% +55 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 75 $10K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 61 $8.11K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 60 $8.01K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 56 $7.62K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 53 $7.08K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 50 $6.72K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 50 $6.67K <0.01% +49 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 49 $6.54K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 49 $6.54K <0.01% -4 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 48 $6.41K <0.01% 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 46 $6.14K <0.01% -136,764 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 45 $5.97K <0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 35 $4.71K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 37 $4K <0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30 $4K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 22 $2.94K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 19 $2.54K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13 $1.74K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11 $1.47K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $267 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $131 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.