CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 932 $68.6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 865 $64K <0.01% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 859 $63K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 850 $62.6K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 750 $55.2K 0.02% -288 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 740 $54.6K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 720 $53K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 705 $51.9K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 703 $51.8K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 696 $51.2K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 688 $50.7K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 658 $48.4K <0.01% -3,584 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 650 $47.9K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 640 $47.1K <0.01% +524 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 640 $47.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 640 $47.1K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 636 $46.9K <0.01% -83 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 619 $45.6K <0.01% -43 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 605 $44.5K 0.05% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 597 $44K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 558 $41.1K 0.04% -77 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 542 $39.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 525 $38.7K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 520 $38.3K 0.11% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 518 $38.2K <0.01% -100 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 512 $37.7K <0.01% +423 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 503 $37.3K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 506 $37.2K 0.03% -35 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 505 $37.2K 0.01% +26 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 504 $37.1K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 501 $36.9K 0.01% -677 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 500 $36.8K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $36.8K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 492 $36.2K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 489 $35.1K 0.01% -9 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 447 $32.9K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 444 $32.8K <0.01% +106 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 438 $32.3K 0.03% -621 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 435 $32K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 435 $32K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 425 $31.3K <0.01% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 400 $29.5K 0.02% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 400 $28.7K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 375 $27K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 360 $26.5K <0.01% -137 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 352 $25.9K 0.02% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 345 $25.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 351 $25K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 330 $24.3K <0.01% +126 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 327 $24.1K 0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 307 $22.6K 0.02% -20 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 302 $22.2K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 296 $21.8K 0.01% +203 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 288 $21.2K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 288 $21.2K 0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 279 $20.5K 0.02% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 250 $18.6K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 250 $18.4K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 242 $17.8K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 242 $17.8K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 234 $17.2K <0.01% -176 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 227 $17K <0.01% +8 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 225 $17K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 216 $16K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 211 $15.6K 0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 204 $15K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 198 $14.6K <0.01% -1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 175 $12.9K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 167 $12.1K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 160 $11.8K 0.01% -77 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 157 $11.6K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 156 $11.5K <0.01% -7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 150 $11K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 149 $11K <0.01% -73 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 142 $10.5K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 115 $10.1K 0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 136 $10K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 133 $9.79K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 129 $9.47K <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 126 $9.28K <0.01% -492 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 120 $8.84K <0.01% +56 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 115 $8.47K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 115 $8.47K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 115 $8.47K <0.01% -242 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 114 $8.42K <0.01% +14 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 111 $8K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 107 $7.88K <0.01% -3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 105 $7.73K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 105 $7.73K <0.01% -602 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 101 $7.44K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 98 $7.22K <0.01% -40 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 89 $6.55K <0.01% +85 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 85 $6.26K <0.01% -75 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $6.11K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 82 $6.04K <0.01% -20 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 84 $6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 81 $5.96K <0.01% +36 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 73 $5.38K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $5.16K <0.01% -25 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 67 $4.93K <0.01% -3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 66 $4.88K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 63 $4.64K <0.01% -8 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 62 $4.57K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 59 $4.34K <0.01% +52 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 57 $4.2K <0.01% -2,260 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 60 $4K <0.01% -80 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 57 $4K <0.01% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 53 $3.91K <0.01% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 53 $3.9K <0.01% -11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 52 $3.83K <0.01% +27 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 52 $3.72K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 50 $3.68K <0.01% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 50 $3.68K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 45 $3.32K <0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 43 $3.17K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 40 $2.94K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 38 $2.8K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32 $2.36K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 31 $2.33K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30 $2.21K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $2.14K <0.01% -214 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 28 $2.06K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 26 $1.91K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 25 $1.84K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25 $1.84K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $1.77K <0.01% -11 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 24 $1.77K <0.01% +17 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23 $1.69K <0.01% +7 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 23 $1.69K <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 20 $1.47K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $1.25K <0.01% -109 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15 $1.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 14 $1.03K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14 $1.03K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 14 $1.03K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $810 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 10 $736 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 8 $590 <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 8 $590 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $442 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5 $368 <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.