Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 128 $5K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 120 $5K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 121 $4.96K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 119 $4.88K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 114 $4.68K <0.01% +20 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 113 $4.63K <0.01% 0 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 111 $4.55K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 106 $4.35K <0.01% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 102 $4.18K <0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $4.1K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $4.1K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 97 $4K <0.01% +54 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 95 $4K <0.01% +88 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 90 $3.69K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 89 $3.65K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 85 $3.49K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 83 $3.4K <0.01% +33 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 83 $3.4K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 78 $3.33K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 80 $3.28K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 79 $3.24K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 74 $3.22K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 78 $3.2K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 77 $3.16K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 76 $3.12K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 74 $3.04K <0.01% +4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 72 $2.95K <0.01% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 70 $2.87K <0.01% 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 69 $2.83K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $2.46K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 60 $2.46K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $2.42K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 58 $2.38K <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 55 $2.26K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 55 $2.26K <0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 54 $2.22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 54 $2.22K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 54 $2.21K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 50 $2.06K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 50 $2K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $1.97K <0.01% 0 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 43 $1.76K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 41 $1.68K <0.01% -111 13F-HR Timeline Group Trust Co More: the full row for Trust Co 39 $1.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33 $1.35K <0.01% +18 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 30 $1.23K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 25 $1.03K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $1.03K <0.01% -300 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 25 $1.03K <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 23 $943 <0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 22 $902 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $821 <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 20 $820 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $820 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 18 $738 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 18 $731 <0.01% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 18 $723 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15 $623 <0.01% 0 13F-HR/A Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 14 $574 <0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 11 $451 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 11 $451 <0.01% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10 $436 <0.01% -40 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 10 $410 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $410 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $369 <0.01% +9 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8 $333 0.03% -8,125 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8 $328 <0.01% -18 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $164 <0.01% 13F-HR Timeline