First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 300 $54.1K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 276 $49.7K 0.03% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 256 $46.1K <0.01% +21 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 255 $46K <0.01% -6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 251 $45.2K <0.01% +95 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 240 $43.3K 0.04% 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 248 $43.2K <0.01% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $43.1K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 239 $43.1K 0.01% -20 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 233 $42K <0.01% +70 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 159 $41.4K <0.01% -41 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 222 $40K 0.02% -2,100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 217 $39.1K <0.01% +200 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 211 $38K <0.01% -57 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 208 $37.3K <0.01% 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 202 $36.4K 0.01% -56 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 195 $35.2K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 195 $35K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 193 $34.8K 0.01% +187 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 172 $31K 0.01% -32 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 172 $31K 0.02% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 155 $27.9K 0.02% -1 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 154 $27.8K <0.01% +4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $27K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 149 $26.9K <0.01% -65 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 142 $25.6K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 139 $25.1K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 139 $25.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 136 $25K 0.02% +12 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 137 $24.7K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 136 $24.7K 0.01% 0 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 134 $24.2K <0.01% +42 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 131 $24K <0.01% +1 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 130 $23.4K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 123 $22.2K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 123 $22.2K 0.01% +16 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 121 $21.8K <0.01% +15 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 118 $21.3K <0.01% +18 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 110 $19.8K 0.02% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 109 $19.6K 0.01% +2 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 106 $19.2K 0.02% -27 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 100 $18K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 98 $17.7K <0.01% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 96 $17.3K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 96 $17.3K 0.02% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 93 $16.8K <0.01% +23 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 90 $16.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 87 $16K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 89 $16K 0.01% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 85 $15.3K <0.01% -22 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 83 $15K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 79 $14.2K 0.01% +3 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 82 $14K <0.01% +33 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 77 $13.9K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 73 $13.2K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 73 $13.2K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 73 $13.2K <0.01% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 71 $12.8K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 64 $11.5K 0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 62 $11.2K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 61 $10.9K 0.01% +12 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 60 $10.8K 0.01% +7 13F-HR Timeline CNB Bank More: the full row for CNB Bank 58 $10.5K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 55 $9.91K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 54 $9.73K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 53 $9.55K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 53 $9.55K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 50 $9.01K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 48 $8.65K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 47 $8.47K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 47 $8.47K 0.02% -50 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 46 $8.29K <0.01% -3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 46 $8.29K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 44 $7.93K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $7.57K <0.01% +15 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 41 $7.4K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 40 $7.21K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 39 $7.03K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $6.85K <0.01% -6 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 38 $6.85K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 36 $6.64K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 36 $6.49K <0.01% +17 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 36 $6.49K <0.01% new 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 36 $6.49K <0.01% -36 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $6.31K <0.01% +3 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 35 $6.31K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 35 $6.31K <0.01% -11 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 33 $5.95K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $5.59K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 31 $5.59K <0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 30 $5.41K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 30 $5.41K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 29 $5.23K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $5.23K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $4.69K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26 $4.69K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 25 $4.51K <0.01% +12 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 24 $4.35K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $4K <0.01% -1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 20 $3.6K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 20 $3.6K <0.01% new 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 20 $3.33K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $3.25K <0.01% -7 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 18 $3.25K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 18 $3.25K <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 17 $3.07K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 17 $3.06K <0.01% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,700 $3.06K 0.11% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 17 $3.06K <0.01% +3 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 16 $2.89K <0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 16 $2.82K <0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15 $2.7K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 13 $2.35K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 13 $2.34K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $2.34K <0.01% +3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 13 $2.34K <0.01% 0 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12 $2.16K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11 $1.99K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11 $1.98K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11 $1.98K <0.01% +5 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 10 $1.8K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10 $1.8K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $1.8K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 10 $1.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $1.8K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $1.8K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10 $1.8K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9 $1.63K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 9 $1.62K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $1.62K <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $1.48K <0.01% +6 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8 $1.44K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 7 $1.26K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7 $1.26K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7 $1.26K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 6 $1.08K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $1.08K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 6 $1.08K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 6 $1.08K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.08K <0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6 $1.08K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5 $902 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5 $901 <0.01% -9 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $756 <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $722 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4 $722 <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 4 $721 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4 $721 <0.01% 0 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3 $541 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $541 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $541 <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3 $541 <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2 $361 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2 $361 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $361 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $183 0.02% -1,046 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $181 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.