Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 750 $21.1K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 740 $20.8K <0.01% -635 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 711 $20K <0.01% -1,260 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 700 $19.7K 0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 638 $18K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 590 $16.6K 0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 565 $15.9K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 561 $15.8K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 533 $15K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 530 $15K <0.01% +400 13F-HR Timeline MOTCO More: the full row for MOTCO 520 $14.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 520 $14.6K 0.01% +428 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 505 $14.2K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 489 $13.8K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 480 $13.5K <0.01% -977 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 475 $13.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 456 $13K <0.01% +73 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 456 $12.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 446 $12.6K <0.01% +99 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 443 $12.5K <0.01% -5 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 441 $12.4K <0.01% -337 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 418 $11.8K <0.01% -718 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 416 $11.7K <0.01% -103 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 413 $11.5K <0.01% +140 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 400 $11.3K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 400 $11.3K <0.01% -400 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 381 $11K <0.01% -184 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 390 $11K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 388 $10.9K 0.01% +2 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 357 $10.1K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 352 $9.91K 0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 340 $9.56K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 325 $9.15K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 281 $9.06K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 320 $9.01K <0.01% 0 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 320 $9.01K <0.01% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 302 $8.5K <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 300 $8.45K <0.01% 0 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 300 $8.45K <0.01% -36 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 292 $8.22K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 281 $7.91K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 270 $7.6K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 262 $7.38K <0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 262 $7.38K <0.01% -89 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 261 $7.35K <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 237 $7.05K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 250 $7.04K <0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 250 $7.04K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 249 $7.01K <0.01% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 250 $7K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 250 $7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 244 $6.87K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 239 $6.73K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 239 $6.73K <0.01% +15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 236 $6.64K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 233 $6.56K 0.01% -267 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 229 $6.45K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 225 $6.36K 0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 200 $6K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 212 $5.96K <0.01% +2 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 191 $5.38K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 184 $5.18K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 184 $5.18K <0.01% -34 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 178 $5.01K <0.01% +65 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 174 $4.9K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 160 $4.5K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 153 $4.31K <0.01% +38 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 151 $4.25K <0.01% +26 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 144 $4.05K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 158 $4K <0.01% -11 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 120 $4K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 142 $4K <0.01% -11,767 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 140 $3.94K <0.01% -111 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 133 $3.74K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 133 $3.74K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 133 $3.74K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 130 $3.66K <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 122 $3.44K <0.01% -114 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 108 $3.04K <0.01% -122 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 106 $2.98K <0.01% -54 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $2.81K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 99 $2.8K <0.01% -31 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 92 $2.59K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 91 $2.56K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 89 $2.5K <0.01% -1,273 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 88 $2.48K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 85 $2.39K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 79 $2.22K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 65 $1.84K <0.01% +56 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 61 $1.72K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 57 $1.6K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 56 $1.58K <0.01% -375 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 52 $1.46K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 50 $1.42K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 48 $1.35K <0.01% -147 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 47 $1.32K <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 45 $1.27K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 45 $1.27K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 40 $1.23K <0.01% +22 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 40 $1.13K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 37 $1.04K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 36 $1.01K <0.01% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 33 $929 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 29 $816 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 28 $789 <0.01% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 26 $732 <0.01% 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $591 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 20 $563 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $563 <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 18 $507 <0.01% -176 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 18 $507 <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 18 $507 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 17 $479 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $450 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 13 $357 <0.01% 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 12 $338 <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10 $282 <0.01% -1,217 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $225 <0.01% -5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6 $196 0.02% -6,838 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $140 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $113 <0.01% -7 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $84 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $57 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $18 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.