Aspect Partners, LLC More: the full row for Aspect Partners, LLC 480 $24.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 465 $23.5K 0.01% -81 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 447 $22.6K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 425 $21.5K 0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 422 $21.3K <0.01% +407 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 420 $21.2K <0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 433 $21K 0.02% -720 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 416 $20.8K <0.01% -34 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 410 $20.7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 400 $20.2K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 400 $20.2K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 400 $20.2K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 400 $20.2K <0.01% 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 396 $20K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 393 $19.9K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 390 $19.7K 0.01% -209 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 376 $19K <0.01% -48 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 375 $18.9K <0.01% -563 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 374 $18.9K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 369 $18.6K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 359 $18.1K <0.01% -3 13F-HR Timeline Group HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 350 $18K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 350 $17.7K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 345 $17.4K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 339 $17.1K <0.01% +73 13F-HR Timeline MOTCO More: the full row for MOTCO 331 $16.7K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 330 $16.7K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 324 $16.4K 0.01% 0 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 300 $15.2K <0.01% -329 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 300 $15.2K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 300 $15.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 289 $14.6K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 285 $14.4K 0.01% -115 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 278 $14K 0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 285 $14K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 271 $13.7K <0.01% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 262 $13.2K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 260 $13.1K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 250 $12.6K 0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 243 $12.3K 0.03% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 239 $12.1K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 238 $12K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 254 $12K <0.01% -23 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 237 $12K <0.01% -45 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 235 $11.9K <0.01% -1,815 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 230 $11.8K <0.01% +100 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 224 $11.3K <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 234 $11K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 213 $10.8K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $10.2K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 200 $10.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 200 $10.1K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 198 $10K <0.01% +50 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 215 $10K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 196 $9.9K <0.01% +22 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 183 $9.26K 0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 183 $9.24K <0.01% -192 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 176 $9.18K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 180 $9.09K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 188 $9K <0.01% 0 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 175 $8.84K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 167 $8.44K <0.01% +19 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 166 $8.39K <0.01% +166 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 165 $8.34K 0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 161 $8.13K <0.01% -47 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 154 $7.78K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 144 $7.28K <0.01% -120 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 134 $6.79K <0.01% -3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 133 $6.73K <0.01% +1 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 130 $6.57K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 129 $6.52K <0.01% -9 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 129 $6.52K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 128 $6.47K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 127 $6.42K <0.01% -143 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 127 $6.42K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 118 $5.96K <0.01% -1,571 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 114 $5.77K <0.01% +68 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 112 $5.68K <0.01% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 102 $5.14K <0.01% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 100 $5.05K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 100 $5.05K <0.01% -12 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 86 $4.34K <0.01% -24 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 82 $4.14K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 76 $3.84K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 76 $3.84K <0.01% -94 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 75 $3.79K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 74 $3.74K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 73 $3.69K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 73 $3.69K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 65 $3.28K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 60 $3.03K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 60 $3.03K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 56 $2.83K <0.01% +40 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 56 $2.83K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 56 $2.83K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 55 $2.78K <0.01% -10 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 54 $2.73K <0.01% -2 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 51 $2.59K <0.01% +21 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 50 $2.53K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 50 $2.53K <0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 45 $2.27K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 43 $2.17K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 43 $2.17K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 42 $2.12K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 37 $1.87K <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 36 $1.82K <0.01% -33 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 33 $1.67K <0.01% -35 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 32 $1.62K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 31 $1.57K <0.01% -19 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $1.52K <0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 30 $1.52K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30 $1.52K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $1.47K <0.01% -4 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 29 $1.47K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $1.36K <0.01% -10 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $1.01K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.01K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $1.01K <0.01% +6 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 20 $1.01K <0.01% +2 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 18 $926 <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14 $748 <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $708 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 14 $707 <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 13 $657 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $516 <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 10 $505 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $505 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $495 <0.01% -149 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 9 $459 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $455 <0.01% +6 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7 $354 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7 $354 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $303 <0.01% +1 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $253 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $202 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $102 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $51 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1 $51 <0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $37 <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 1 $1 <0.01% 0 13F-HR/A Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 900 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.