JNBA Financial Advisors More: the full row for JNBA Financial Advisors 61 $17.9K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 61 $17.9K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 60 $17.6K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 60 $17.6K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 58 $17K 0.01% +36 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 57 $16.8K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 57 $16.7K <0.01% +21 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 57 $16.7K <0.01% -18 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 57 $16.7K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 55 $16.1K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 52 $15.9K <0.01% +2 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 52 $15.2K <0.01% -2,735 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 52 $15.2K <0.01% +15 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 50 $14.7K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 50 $14.7K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 47 $13.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 47 $13.8K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 47 $13.7K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 43 $13.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 46 $13.5K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 46 $13.4K <0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 45 $13.2K <0.01% +28 13F-HR/A Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 44 $13.1K <0.01% +8 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 45 $13.1K <0.01% -37,354 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 45 $13K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 43 $12.6K <0.01% -3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 42 $12.3K <0.01% +18 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 42 $12.3K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 40 $11.7K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 40 $11.7K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 40 $11.7K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 38 $11.2K <0.01% +5 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 38 $11.1K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 38 $11.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 38 $11.1K <0.01% +26 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 36 $11K <0.01% +30 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 37 $10.9K <0.01% -12 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 37 $10.8K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 36 $10.6K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 36 $10.6K <0.01% +8 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 34 $10.5K <0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 36 $10.4K 0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 35 $10.3K <0.01% +31 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 35 $10.3K 0.01% +2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 35 $10.3K 0.01% +5 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 34 $9.98K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $9.97K <0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $9.97K <0.01% +6 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 33 $9.68K <0.01% -624 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 32 $9.38K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 32 $9.38K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32 $9.38K 0.01% -40 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 30 $8.81K <0.01% +11 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 29 $8.5K <0.01% +9 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 29 $8.5K <0.01% -3 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 29 $8.5K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 28 $8.21K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 28 $8.21K <0.01% -11 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 27 $7.92K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 25 $7.42K 0.04% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 25 $7.33K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 25 $7.33K <0.01% +12 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 25 $7.33K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 25 $7.33K 0.01% +17 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 24 $7.04K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 23 $6.74K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 22 $6.45K <0.01% -2 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 22 $6.45K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $6.45K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 21 $6.16K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $5.86K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 20 $5.86K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 19 $5.57K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18 $5.34K <0.01% +6 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 18 $5.28K <0.01% -10 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 18 $5.28K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $5K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 17 $4.98K <0.01% -11,791 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 17 $4.98K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $4.98K <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $4.69K <0.01% +4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 15 $4.51K <0.01% -2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 15 $4.4K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 13 $3.96K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 13 $3.81K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 13 $3.81K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12 $3.52K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $3.52K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 12 $3.52K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12 $3.52K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $3.23K <0.01% -52 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11 $3.23K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $3.23K <0.01% +6 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 11 $3.23K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 11 $3.23K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10 $2.93K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10 $2.93K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $2.93K <0.01% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10 $2.93K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 10 $2.93K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 9 $2.64K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8 $2.35K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 8 $2.35K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8 $2.35K <0.01% +2 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 8 $2.35K <0.01% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 8 $2.25K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7 $2.1K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7 $2.05K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 7 $2.05K 0.05% -1 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 7 $2.05K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7 $2.05K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $1.76K <0.01% +2 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $1.76K <0.01% -3,285 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $1.76K <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $1.75K <0.01% -2 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 4 $1.17K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 3 $880 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $880 <0.01% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2 $586 <0.01% -628 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2 $586 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2 $503 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $294 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $294 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $294 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $293 <0.01% -139 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $293 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $293 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1 $293 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $200 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $168 <0.01% -18 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 117 $8.01M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and 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 11 $11 +4 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.