Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 726 $35.9K <0.01% -572 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 725 $35.9K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 721 $35.7K <0.01% +19 13F-HR Timeline MOTCO More: the full row for MOTCO 720 $35.6K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 703 $34.8K 0.02% +297 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 623 $30.8K <0.01% -32 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 608 $30.1K 0.02% -32 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 601 $29.7K <0.01% -149 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 594 $29.4K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 49 $28K <0.01% -2 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 567 $28K 0.01% +132 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 533 $26.4K 0.01% +14 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 508 $25.1K 0.01% -27 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $24.7K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 487 $24.1K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 483 $23.9K 0.01% +319 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 455 $22.5K <0.01% -18 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 423 $20.9K 0.01% -267 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 380 $18.8K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 375 $18.5K <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 372 $18.4K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 360 $17.8K <0.01% -536 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 337 $16.7K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 329 $16.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 319 $15.8K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 300 $14.8K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 300 $14.8K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 289 $14.3K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 280 $13.9K 0.11% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 267 $13.2K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 246 $12.2K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 246 $12.2K 0.01% +31 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 246 $12.2K <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 244 $12.1K <0.01% -2,136 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 249 $12K <0.01% +2 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 244 $12K 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. 236 $11.7K <0.01% +3 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 231 $11.4K <0.01% +6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 231 $11.4K <0.01% +25 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 202 $10K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 175 $8.65K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 170 $8.41K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 151 $7.47K <0.01% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 149 $7.37K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 144 $7.12K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 132 $7K <0.01% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 141 $6.97K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 124 $6.11K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 122 $6.06K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 121 $5.98K <0.01% -383 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 119 $5.89K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 119 $5.89K <0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 117 $5.79K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 100 $4.95K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 96 $4.75K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 91 $4.5K <0.01% 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 90 $4.45K <0.01% +13 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 73 $3.61K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 64 $3.17K <0.01% +44 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 55 $2.73K <0.01% +5 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 54 $2.67K <0.01% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 52 $2.57K <0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 45 $2.23K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 41 $2.03K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 35 $1.73K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 30 $1.48K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 27 $1.34K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $1.23K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 24 $1.19K <0.01% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 23 $1.14K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 29 $1K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 18 $890 <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $742 <0.01% -1 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 12 $608 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $347 <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 6 $297 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3 $148 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 3 $148 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $148 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2 $99 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $59 <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1 $50 <0.01% 0 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1 $49 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $34 <0.01% -15 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1 $28 <0.01% -7,578 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.