MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 295 $51.5K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 292 $50.9K 0.01% +2 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 284 $49.6K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 282 $49.5K 0.04% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 281 $49.1K 0.02% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 277 $48.4K <0.01% -1,962 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 272 $47.1K <0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 237 $41.4K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 232 $40.4K 0.02% +1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 231 $40.3K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 228 $39.9K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 224 $39.1K 0.03% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 224 $39.1K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 220 $38.5K 0.02% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 219 $38.2K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 218 $38.1K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 203 $35.4K <0.01% -8 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 347 $35.1K <0.01% +146 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $34.9K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 194 $33.9K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 183 $32K 0.06% -365 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10,179 $31.4K 0.02% +10,000 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 168 $29.3K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 167 $29.2K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 165 $28.9K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 160 $28.1K 0.01% 0 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 146 $25.5K 0.01% -66 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 135 $23.6K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 133 $23.2K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 132 $23K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 125 $21.8K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 122 $21.3K <0.01% 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 117 $20.4K 0.01% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 111 $19.4K <0.01% -170 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 109 $19.2K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 109 $19K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 107 $18.7K <0.01% +22 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 107 $18.7K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 106 $18.5K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 101 $17.6K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 100 $17.5K <0.01% -10 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $17.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $17.4K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 96 $16.8K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 94 $16.4K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 90 $15.7K <0.01% +40 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 80 $14K 0.01% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 78 $13.6K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 78 $13.6K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $12.4K <0.01% 0 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 69 $12K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 65 $11.4K 0.01% -1 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 64 $11.2K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 61 $10.7K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 58 $10.1K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 58 $10.1K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 57 $9.95K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 56 $9.78K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 53 $9.25K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 52 $9.08K 0.01% -15 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 51 $8.9K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 51 $8.83K 0.01% +1 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 50 $8.77K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 50 $8.73K <0.01% -500 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 49 $8.55K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 48 $8.38K 0.01% +40 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 46 $8.03K <0.01% -200 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 45 $7.86K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 40 $7.02K <0.01% -20 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 36 $6.29K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 35 $6.11K <0.01% -59 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 33 $5.76K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 32 $5.59K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 32 $5.5K <0.01% -2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 31 $5.41K <0.01% -18 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 31 $5.4K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 33 $5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 26 $4.54K <0.01% +14 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 22 $3.85K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21 $3.67K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 21 $3.63K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 19 $3.31K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $3.14K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17 $2.97K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 17 $2.97K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 17 $2.88K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 16 $2.79K <0.01% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 15 $2.47K <0.01% 0 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 12 $2.1K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 11 $1.92K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9 $1.57K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9 $1.51K <0.01% -36 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $1.46K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 6 $1.05K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $1.05K <0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 5 $873 <0.01% -4 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $699 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4 $698 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4 $698 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $584 <0.01% -3 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3 $523 <0.01% -46 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2 $351 <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2 $351 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2 $350 <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2 $349 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2 $349 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.