BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 666 $51.2K <0.01% -166 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 660 $50.8K <0.01% +44 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 658 $50.6K 0.02% +5 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 651 $50K 0.03% -23,028 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 621 $47.8K <0.01% +286 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 609 $46.8K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 603 $46.4K 0.04% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 602 $46.3K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 600 $46.1K 0.04% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 582 $44.8K 0.01% +339 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 581 $44.7K 0.02% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 561 $43.1K 0.01% +73 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 550 $42.3K 0.01% -100 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 546 $41.9K 0.04% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 541 $41.6K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 481 $37K 0.01% +22 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 480 $36.9K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 480 $36.9K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 477 $36.7K <0.01% +204 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 467 $35.9K <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 464 $35.7K 0.02% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 456 $35.1K 0.01% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 447 $34.4K <0.01% +292 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 441 $33.9K 0.02% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 407 $31.3K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 400 $30.8K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 391 $30.1K <0.01% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 358 $27.5K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 354 $27.2K 0.01% +17 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 331 $25.5K <0.01% +53 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 330 $25.3K 0.02% -45 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 324 $24.9K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 300 $23.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 296 $23K <0.01% +3 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 290 $22.3K <0.01% -200 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 270 $21K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 268 $21K <0.01% -377 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 272 $20.9K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 263 $20.2K <0.01% -11 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 269 $20K 0.01% +53 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 260 $20K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 259 $19.9K 0.01% -11 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 256 $19.7K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 240 $18.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 230 $17.7K <0.01% 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 223 $17.1K 0.01% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 222 $17.1K 0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 221 $17K <0.01% -42 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 214 $16.5K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $15.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 192 $14.8K <0.01% +53 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 186 $14.3K 0.01% -48 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 185 $14.2K <0.01% 0 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 184 $14.2K <0.01% +36 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 180 $13.8K <0.01% new 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 180 $13.8K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 177 $13.6K <0.01% +23 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 177 $13.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 172 $13.2K <0.01% +5 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 170 $13K <0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 155 $12.5K 0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 161 $12.4K 0.03% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 144 $11.1K 0.01% +38 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 143 $11K <0.01% -1,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 143 $11K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 142 $10.9K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 142 $10.9K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 139 $10.8K <0.01% +35 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 139 $10.7K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 137 $10.5K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 130 $9.98K <0.01% +26 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 129 $9.92K <0.01% new 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 125 $9.61K 0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 124 $9.54K <0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 121 $9.3K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 121 $9.3K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $9.23K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 118 $9.07K 0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 115 $8.82K <0.01% 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 105 $8.07K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 101 $8K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 103 $7.92K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 102 $7.84K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 100 $7.69K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $7.69K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $7.69K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 100 $7.69K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 100 $7.69K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 97 $7.46K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 93 $7.15K <0.01% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 89 $6.84K <0.01% 0 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 88 $6.77K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 87 $6.69K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 86 $6.61K <0.01% 0 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 85 $6.54K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 80 $6.15K <0.01% +75 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 78 $6K <0.01% -571 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 77 $5.92K <0.01% -12 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 72 $5.54K 0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 71 $5.46K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 70 $5.38K <0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 69 $5.31K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 62 $4.77K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 60 $4.61K <0.01% 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 58 $4.46K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 55 $4.23K <0.01% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 55 $4.23K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 54 $4.15K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53 $4K <0.01% -8 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 47 $4K <0.01% +44 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 52 $4K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 50 $3.85K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 46 $3.54K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 46 $3.52K <0.01% +18 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45 $3.46K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 44 $3.38K <0.01% -9 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 41 $3.15K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 40 $3.08K <0.01% +28 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 38 $2.92K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 38 $2.92K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 36 $2.78K <0.01% new 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 35 $2.69K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30 $2.31K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 29 $2.23K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 29 $2.23K <0.01% -117 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 29 $2.23K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 26 $2.15K <0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 23 $1.98K <0.01% +5 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 23 $1.98K <0.01% +5 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $1.92K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 22 $1.69K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21 $1.61K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $1.61K <0.01% -46 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 21 $1.61K <0.01% -140 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 21 $1.61K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 20 $1.54K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $1.23K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.15K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14 $1.08K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14 $1.08K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 14 $1.08K <0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14 $1.08K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 17 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15 $1K <0.01% 0 13F-HR/A Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 13 $1K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10 $772 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10 $769 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $769 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $692 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $616 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $616 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7 $539 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $538 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5 $405 <0.01% 0 13F-HR/A Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $385 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $384 <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4 $308 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $308 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $154 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $154 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2 $154 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $38 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 9 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.