Gleason Group, Inc. More: the full row for Gleason Group, Inc. 185 $38.3K 0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 201 $38K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 182 $37.7K 0.01% +6 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 181 $37.5K <0.01% +11 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 162 $33.6K 0.02% +75 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 161 $33.4K 0.01% +9 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 153 $31.8K <0.01% +2 13F-HR/A Timeline Trust Co More: the full row for Trust Co 153 $31.7K <0.01% -1,642 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $31.1K <0.01% -50 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 150 $31.1K 0.03% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $31.1K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 148 $30.6K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 139 $28.7K 0.02% +1 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 138 $28.6K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 137 $28.4K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 139 $28K 0.01% +119 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 132 $27.3K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 124 $25.7K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 122 $25.3K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 121 $25.1K 0.02% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 120 $24.8K 0.03% -230 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 119 $24.6K <0.01% -3 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 119 $24.6K 0.01% +18 13F-HR Timeline MOTCO More: the full row for MOTCO 117 $24.2K <0.01% +5 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 114 $23.6K 0.02% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 113 $23K <0.01% -205 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 110 $22.8K <0.01% -109 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 108 $22.4K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 105 $21.7K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 104 $21.5K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 104 $21.5K 0.11% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 104 $21.5K 0.02% +1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 103 $21.3K <0.01% -5 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 100 $20.7K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $20.7K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 100 $20.7K 0.02% 0 13F-HR/A Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 97 $20.1K 0.02% 0 13F-HR/A Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 100 $19.9K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $19.7K 0.01% -4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 95 $19.7K <0.01% +78 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 95 $19.6K 0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 94 $19.5K <0.01% +10 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 93 $19.3K <0.01% +27 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 90 $18.6K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 89 $18.4K <0.01% +86 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 88 $18.2K <0.01% -3 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 83 $17.3K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 83 $17.2K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 80 $16.6K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 79 $16.4K 0.06% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 78 $16.2K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $15.5K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 75 $15.5K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 73 $15.1K <0.01% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 207 $15K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 72 $15K 0.01% -1,944 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 68 $14.1K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 68 $14.1K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 66 $13.7K <0.01% +66 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 58 $12K <0.01% +6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 57 $11.8K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 53 $11K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 54 $11K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 51 $10.6K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48 $9.94K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 46 $9.53K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 45 $9.34K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 45 $9.32K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 78 $9.32K 0.01% +29 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 45 $9.32K <0.01% +35 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 44 $9.11K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 44 $9.11K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 44 $9.11K 0.01% +26 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 42 $8.7K 0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 40 $8.32K <0.01% -55 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 40 $8.28K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 40 $8.28K 0.01% +31 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 39 $8.08K <0.01% -95 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 39 $8.06K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 37 $7.66K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $7.39K <0.01% +32 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 34 $7.04K <0.01% 0 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 34 $7.04K 0.01% new 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33 $7.04K <0.01% -12 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 32 $6.63K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $6.42K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 31 $6.42K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 31 $6.42K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $6.26K <0.01% -13 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 30 $6.23K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 30 $6.21K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 30 $6.21K <0.01% -40 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $6.21K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 30 $6.21K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 29 $6.01K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 28 $5.8K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 26 $5.38K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $5.38K <0.01% -9 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 26 $5.18K <0.01% -11 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 25 $5.18K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 25 $5.18K <0.01% new 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 25 $5.18K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 25 $5.18K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 25 $5.14K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 24 $4.97K <0.01% -8 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 23 $4.76K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 22 $4.56K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 21 $4.35K <0.01% +10 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 21 $4.35K <0.01% +18 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 20 $4.14K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 19 $3.93K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 17 $3.52K <0.01% -28 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 16 $3.33K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 16 $3.33K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 16 $3.31K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15 $3.11K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 15 $3.11K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $2.9K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 14 $2.9K 0.05% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 13 $2.69K <0.01% 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10 $2.08K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $2.07K <0.01% +4 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.93K <0.01% +3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9 $1.87K <0.01% -1,250 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 9 $1.86K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9 $1.71K <0.01% +3 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 8 $1.66K <0.01% +5 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 8 $1.66K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8 $1.66K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 8 $1.66K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.46K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 663 $1.37K 0.05% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6 $1.24K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $1.24K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.04K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5 $1.04K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5 $1.03K <0.01% new 13F-HR/A Timeline Group NVWM, LLC More: the full row for NVWM, LLC 5 $1.03K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4 $829 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $829 <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $828 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4 $828 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $622 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $514 <0.01% -117 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $415 <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2 $414 <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2 $414 <0.01% -278 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1 $208 <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1 $207 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1 $207 <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1 $207 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,158 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 374 $208 +45 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.