Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 592 $208K 0.02% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 589 $208K 0.11% -166 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 589 $207K 0.05% -100 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 587 $206K 0.12% -98 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 587 $206K 0.05% -37 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 586 $206K 0.03% -29 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 585 $206K 0.04% -627 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 581 $204K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 581 $204K 0.08% +64 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 580 $204K 0.05% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 580 $204K 0.08% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 579 $204K 0.02% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 579 $204K 0.09% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 578 $203K 0.03% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 578 $203K 0.11% new 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 577 $203K 0.09% -56 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 576 $203K 0.06% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 575 $202K 0.03% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 574 $202K 0.07% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 574 $202K 0.09% new 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 573 $202K 0.18% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 572 $201K 0.04% new 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 563 $198K <0.01% -2,916 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for Banque de Luxembourg S.A. 501 $176K 0.09% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 500 $176K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 500 $176K 0.03% +2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 487 $171K 0.02% +3 13F-HR Timeline LAM GROUP, INC. 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More: the full row for Kozak & Associates, Inc. 383 $134K 0.03% +2 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 380 $134K 0.14% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 380 $134K 0.02% +69 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 379 $133K 0.06% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 374 $132K 0.02% +25 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 373 $131K 0.04% +2 13F-HR/A Timeline Gleason Group, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 319 $112K 0.04% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 316 $111K 0.01% -964 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 310 $109K 0.02% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 307 $108K 0.08% +2 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 307 $108K 0.05% +28 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 305 $107K 0.02% -70 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 301 $106K 0.08% +197 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 302 $106K 0.09% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 302 $106K 0.07% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 301 $106K 0.02% -10 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 300 $106K 0.03% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 300 $106K 1.9% -1 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 299 $105K 0.04% +2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 297 $104K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 289 $102K 0.04% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 287 $101K 0.06% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 285 $100K 0.03% +4 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 285 $100K 0.02% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 282 $99.3K 0.06% +24 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 279 $98.6K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 279 $98.2K 0.01% +109 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 278 $97.8K 0.01% +24 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 276 $97.1K 0.03% -26 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 277 $97K 0.07% -16 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 271 $95.2K 0.05% +3 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 266 $93.7K 0.02% +14 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 264 $93K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 264 $92.9K 0.05% -1,536 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 260 $91.3K 0.04% -27 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 257 $90.5K 0.02% +13 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 252 $88.7K 0.04% +20 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 250 $88K 0.09% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 243 $85.5K 0.05% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 240 $84.4K 0.03% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 237 $83.4K 0.05% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 235 $82.7K 0.05% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 234 $82.3K 0.04% 0 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 233 $82K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 230 $80.9K 0.01% +22 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 230 $80.9K 0.04% +225 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 227 $80K 0.07% +1 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 227 $79.9K 0.07% 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 225 $79.2K -9,889 Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 221 $77.8K 0.06% +32 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 217 $76.6K 0.05% -60 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 217 $76.4K 0.01% +3 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 215 $75.6K 0.02% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 213 $74.9K 0.26% +186 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 211 $74.2K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 208 $73.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 221 $72.6K 0.01% +46 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 205 $72.1K 0.01% +2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 205 $72K 0.01% +4 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 204 $71.8K <0.01% +21 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 201 $70.7K 0.02% +32 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 201 $70.7K 0.07% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 200 $70.4K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $70.4K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 200 $70.4K 0.04% +15 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 200 $70.4K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 200 $70.4K 0.03% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 200 $70.4K 0.04% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 200 $70.3K <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 200 $70K 0.03% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 198 $69.7K 0.01% 0 13F-HR/A Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 196 $69K <0.01% +7 13F-HR/A Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 195 $68.6K 0.03% +8 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 189 $66.7K 0.02% +22 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 185 $65.1K 0.06% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 182 $64K <0.01% new 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 181 $63.2K <0.01% +84 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 179 $63K 0.02% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 175 $61.6K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 175 $61.6K 0.02% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 173 $60.9K 0.02% -6 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 171 $60.2K <0.01% -66 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 167 $58.8K 0.02% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 167 $58.8K 0.03% +90 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 166 $58.4K 0.05% 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 165 $58.1K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 160 $56.3K 0.04% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 156 $54.9K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 150 $52.8K 0.02% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 150 $52.8K 0.03% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 148 $52.1K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 146 $51.4K <0.01% -104 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 140 $49.3K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 138 $48.4K 0.07% -46 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 136 $47.9K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 135 $47.7K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 133 $46.8K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 133 $46.8K 0.02% -41 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 127 $45K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 126 $44.3K 0.04% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 125 $44.2K 0.01% 0 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 125 $44K 0.01% +100 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 124 $43.6K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 122 $42.9K 0.01% +2 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 120 $42.2K 0.04% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 119 $41.9K 0.02% +44 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 118 $41.5K 0.03% +99 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 117 $41.2K <0.01% 0 13F-HR Timeline Group SFAM, LLC More: the full row for SFAM, LLC 116 $40.8K 0.04% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 113 $39.8K <0.01% 0 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 110 $38.8K 0.02% +35 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 113 $38.4K 0.02% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 106 $37.3K 0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 105 $36.9K 0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 100 $35.2K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $35.2K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 100 $35.2K 0.02% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 100 $35K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 96 $33.8K 0.01% new 13F-HR Timeline QVR LLC More: the full row for QVR LLC 89 $31.3K 0.02% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 89 $31.3K 0.01% -26 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 86 $30.3K 0.01% -3 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 85 $29.9K <0.01% -170 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 82 $28.9K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 82 $28.8K 0.01% +63 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 78 $27.4K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 76 $26.8K 0.01% +14 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 75 $26.4K 0.01% -24 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 74 $26K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 74 $26K 0.01% +1 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 73 $25.7K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 72 $25.3K 0.02% +3 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 71 $25K 0.01% -14 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 69 $24.3K 0.01% +24 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 69 $24.3K 0.02% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 68 $23.9K 0.01% -70 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 65 $22.9K 0.02% new 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 64 $22.5K 0.02% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 62 $21.8K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 61 $21.5K <0.01% -109,965 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.