Horizons Wealth Management More: the full row for Horizons Wealth Management 303 $21.3K 0.02% -120 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 300 $21.1K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 298 $20.9K 0.01% +2 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 287 $20.2K 0.01% +128 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 285 $20K <0.01% +35 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 274 $19.3K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 272 $19.1K 0.01% +104 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 270 $19K 0.01% -189 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 269 $18.9K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 268 $18.9K 0.01% -32 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 264 $18.6K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 260 $18.3K 0.01% +96 13F-HR Timeline MOTCO More: the full row for MOTCO 259 $18.2K <0.01% -547 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 250 $18K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 251 $17.7K 0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 250 $17.6K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 250 $17.6K 0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 245 $17.3K 0.02% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 245 $17.2K 0.01% +42 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 242 $17K <0.01% +143 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 240 $16.9K 0.01% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 239 $16.8K <0.01% -336 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 236 $16.6K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 233 $16.4K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 227 $16K <0.01% -100 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 223 $15.7K <0.01% +218 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 222 $15.7K <0.01% +58 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 221 $15.6K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 213 $15K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 213 $15K <0.01% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 212 $14.9K 0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 209 $14.7K <0.01% +134 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 202 $14.2K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 201 $14.1K 0.01% 0 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 201 $14.1K 0.01% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $14.1K 0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 200 $14.1K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $14.1K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 192 $13.5K <0.01% -9,841 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 187 $13.2K <0.01% +135 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 186 $13.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 186 $13.1K <0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 185 $13K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 183 $12.9K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 182 $12.8K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 181 $12.8K <0.01% +58 13F-HR/A Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 179 $12.6K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 177 $12.5K <0.01% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 175 $12.3K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 174 $12.2K <0.01% +32 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 171 $12K <0.01% -90 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 167 $11.8K 0.01% +146 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 161 $11.4K <0.01% -320 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 156 $11K <0.01% -10 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 150 $11K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 152 $10.7K 0.03% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 145 $10.4K 0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 141 $9.93K 0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 135 $9.5K 0.01% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 134 $9.43K 0.01% 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 132 $9.29K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 130 $9.15K 0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 125 $8.8K 0.01% -102 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 124 $8.73K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 120 $8.45K 0.01% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 119 $8.38K <0.01% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 118 $8.29K <0.01% -30 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 117 $8.24K <0.01% +71 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 116 $8.13K 0.01% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 112 $7.87K <0.01% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 110 $7.74K <0.01% -236 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 110 $7.74K <0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 110 $7.74K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 102 $7.18K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 101 $7.11K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 101 $7.11K 0.01% +40 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 100 $7.04K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 100 $7.04K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $7.04K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 100 $7.04K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $7.04K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95 $6.69K <0.01% -100 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 94 $6.62K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 91 $6.41K <0.01% -159 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 91 $6.41K <0.01% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 90 $6.33K 0.01% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 80 $5.63K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 74 $5.21K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 73 $5.15K <0.01% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 69 $4.86K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 68 $4.79K <0.01% -13 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 67 $4.74K <0.01% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 67 $4.72K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 56 $4.63K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 65 $4.58K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 65 $4.58K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 61 $4.29K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 59 $4.15K 0.18% +3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 58 $4.08K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 58 $4.08K <0.01% -2 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 50 $4.04K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 55 $3.88K <0.01% -209 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 54 $3.8K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 50 $3.52K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 50 $3.52K <0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 48 $3.38K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 48 $3.38K <0.01% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 47 $3.27K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 46 $3.24K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 45 $3.17K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 44 $3.1K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 40 $2.77K <0.01% 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 38 $2.67K <0.01% -731 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 38 $2.63K <0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 36 $2.54K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 36 $2.54K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 35 $2.46K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 30 $2.11K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 30 $2.11K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 30 $2.11K <0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 29 $2.04K <0.01% 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 29 $2K <0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 27 $1.9K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 27 $1.9K <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 26 $1.83K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 23 $1.62K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 22 $1.58K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 20 $1.41K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 20 $1.41K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 20 $1.41K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 20 $1.41K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 20 $1.4K <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 19 $1.34K <0.01% +4 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 13 $1.28K <0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 17 $1.2K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 15 $1.06K <0.01% 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 20 $1K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 13 $915 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 12 $845 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 12 $845 <0.01% 0 13F-HR/A Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 11 $774 <0.01% new 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 10 $704 <0.01% -200 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 8 $563 <0.01% -145 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8 $563 <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 8 $563 <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 6 $424 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6 $423 <0.01% 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 6 $422 <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6 $422 <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5 $352 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4 $282 <0.01% -100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $233 0.02% -5,320 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 0 $24 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Financial Life Planners More: the full row for Financial Life Planners 0 $15 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 14 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Global Frontier Investments LLC More: the full row for Global Frontier Investments LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.