West Branch Capital LLC More: the full row for West Branch Capital LLC 499 $59.1K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 503 $59K <0.01% +1 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 495 $58.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 495 $58.6K <0.01% -431 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 493 $58.4K <0.01% -65 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 486 $57.5K 0.01% +118 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 467 $55.3K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 450 $53.3K <0.01% -186 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 438 $51.8K <0.01% -2,562 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 435 $51.5K 0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 396 $46.4K 0.01% +40 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 390 $46.1K 0.01% -81 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 389 $46K 0.02% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 388 $46K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 384 $45.5K <0.01% -19 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 378 $44.7K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 377 $44.6K <0.01% -7 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 376 $44.5K 0.04% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 368 $44K <0.01% +213 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transce3nd, LLC More: the full row for Transce3nd, LLC 688 $43.6K 0.39% -3,945 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 368 $43.6K <0.01% +277 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 356 $42.1K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 300 $35.5K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 300 $35.5K <0.01% +33 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 290 $34.3K 0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 287 $33.9K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 277 $32.8K 0.01% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 268 $31.7K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 263 $31.1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 255 $30.2K <0.01% +85 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $29.6K <0.01% -50 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 249 $29.5K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 243 $28.8K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 243 $28.8K 0.02% -41,281 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 241 $28.5K <0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 233 $27.6K <0.01% -349 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 233 $27.6K 0.01% +1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 227 $26.9K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 226 $26.8K 0.02% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 226 $26.8K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 221 $26.2K <0.01% +25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 215 $25.4K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 214 $25.3K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 218 $25K <0.01% -61 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 200 $23.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 185 $21.9K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 180 $21.3K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 179 $21.2K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 176 $20.8K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 174 $20.6K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 173 $20.5K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 172 $20.4K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 162 $19.2K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 162 $19.2K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 158 $18.7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 150 $17.8K 0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 150 $17.8K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 148 $17.5K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 147 $17K <0.01% +28 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 138 $16.3K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 136 $16.1K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 135 $16K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 125 $14.8K 0.06% -311 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 124 $14.7K <0.01% 0 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 123 $14.6K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 123 $14.6K 0.01% 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 122 $14.4K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 117 $13.8K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 114 $13.5K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 114 $13.5K 0.01% +47 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 114 $13.5K <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 110 $13K <0.01% +9 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 115 $13K 0.01% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 109 $12.9K <0.01% -1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 103 $12.2K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 100 $11.8K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 100 $11.8K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 94 $11.1K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 93 $11K 0.01% -150 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 96 $11K 0.01% +11 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 83 $9.82K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 83 $9.82K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 83 $9.82K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 80 $9.47K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 77 $9.11K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 70 $8.29K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 68 $8.05K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 68 $8.02K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 67 $7.99K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 67 $7.93K <0.01% -57 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 61 $7.22K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 60 $7.1K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 62 $7K <0.01% -4 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 50 $5.92K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 49 $5.8K <0.01% -52 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 46 $5.47K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 46 $5.43K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 44 $5K <0.01% +2 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 41 $4.85K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 40 $4.74K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 37 $4.38K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 32 $4K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 32 $4K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $3.55K <0.01% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 30 $3.55K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 29 $3.43K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 28 $3.31K <0.01% -46,396 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 25 $2.9K <0.01% +5 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 23 $2.72K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 22 $2.57K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 20 $2.37K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $2.37K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 20 $2.37K <0.01% +10 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 19 $2.26K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 19 $2.25K <0.01% -9 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 16 $1.89K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 10 $1.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 10 $1.18K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $1.18K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 9 $1.08K <0.01% -26 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 10 $1K <0.01% 0 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 8 $947 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $164 <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1 $118 <0.01% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 123,809 $4.38K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.