Kilter Group LLC More: the full row for Kilter Group LLC 48 $19.1K 0.01% -2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 46 $18.3K 0.01% +6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 43 $17.1K <0.01% -6 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 43 $17.1K <0.01% +11 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 43 $17K <0.01% +8 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 40 $15.9K <0.01% -17 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 40 $15.9K 0.01% +18 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 39 $15.4K <0.01% +7 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 38 $15.1K 0.01% +9 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 37 $14.7K 0.01% -80 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 35 $13.9K <0.01% +9 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 35 $13.9K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 34 $13.5K <0.01% +6 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 33 $13.2K <0.01% -13 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 33 $13.1K <0.01% -4 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 32 $12.8K <0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 32 $12.7K <0.01% -3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 32 $12.7K <0.01% -36 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $12.3K <0.01% +7 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 29 $12K <0.01% +16 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $11.9K 0.01% +16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 30 $11.9K <0.01% -250 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $11.8K <0.01% -3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $11.5K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29 $11.5K <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $11.5K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 29 $11.5K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 29 $11.3K <0.01% -197 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 28 $11.1K <0.01% -5 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 28 $11.1K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $11.1K <0.01% +24 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 27 $10.7K 0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 26 $10.3K <0.01% new 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 26 $10.3K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $9.95K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $9.95K <0.01% +2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 25 $9.95K <0.01% +23 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $9.95K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 25 $9.95K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 24 $9.55K 0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 24 $9.55K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 23 $9.15K <0.01% -5 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 23 $9.15K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 22 $8.76K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21 $8.51K <0.01% -12 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 21 $8.36K <0.01% -185 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $8.36K 0.01% -1 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 20 $7.96K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $7.96K 0.01% -3 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $7.76K 0.01% -10 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 19 $7.56K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 19 $7.56K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 18 $7.16K <0.01% -4 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 18 $7.16K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 17 $6.77K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 14 $6.69K <0.01% -157 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 16 $6.37K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $6.37K <0.01% +3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $6.37K <0.01% +1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 16 $6.37K 0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 16 $6.37K <0.01% +3 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 15 $5.97K <0.01% -1,097 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 12 $5.74K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14 $5.57K <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 14 $5.57K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13 $5.17K <0.01% -22 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 13 $5.17K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 13 $5.17K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 13 $5.17K 0.01% -51 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $5.17K <0.01% -4 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 13 $5K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12 $4.78K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11 $4.38K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $4.38K <0.01% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10 $4K <0.01% 0 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.98K <0.01% -17,020 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10 $3.98K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10 $3.98K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 9 $3.58K <0.01% +1 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9 $3.58K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $3.58K <0.01% -9 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,410 $3.54K 0.06% -892 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8 $3.18K <0.01% -4 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8 $3.18K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $3K <0.01% 0 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7 $2.79K <0.01% new 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 7 $2.79K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7 $2.79K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $2.79K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 7 $2.79K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 7 $2.79K <0.01% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6 $2.39K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $2.39K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $2.33K 0.08% -1 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5 $1.99K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5 $1.99K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $1.99K <0.01% -19 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5 $1.99K <0.01% -8 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5 $1.99K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5 $1.86K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $1.59K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4 $1.59K <0.01% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4 $1.59K <0.01% 0 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $1.59K <0.01% -1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $1.59K <0.01% -11 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4 $1.59K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 4 $1.59K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4 $1.59K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $1.19K <0.01% -5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3 $1.19K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3 $1.19K <0.01% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $1.19K <0.01% -5 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3 $1.19K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $1.19K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 3 $1.19K <0.01% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 3 $1.17K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $1.01K <0.01% +1 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5 $1K <0.01% -9 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $922 <0.01% -1 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2 $821 <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2 $796 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2 $796 <0.01% -15 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2 $796 <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2 $796 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2 $796 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2 $796 <0.01% -674 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2 $796 <0.01% -1,346 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2 $796 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $720 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $616 <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1 $398 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $398 <0.01% -1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $398 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1 $398 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $398 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1 $398 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1 $398 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $398 0.01% -14 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $398 <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $398 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 1 $398 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $398 <0.01% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $398 <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 0 $98 <0.01% -1,572 13F-HR Timeline Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -200 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 1,070 (0.12%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 1,070 (0.12%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR