Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 454 $27.9K 0.01% -500 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 454 $27.9K 0.01% -92 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 443 $27.2K 0.03% -732 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 421 $25.8K 0.01% +13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 416 $25.5K 0.01% +173 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 414 $25.4K 0.01% 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for LANARK FINANCIAL, INC. 369 $22.7K <0.01% +68 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 363 $22K 0.01% +162 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 358 $22K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 345 $21.1K 0.01% +2 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 350 $21K <0.01% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 341 $20.9K 0.01% -93 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 341 $20.9K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 337 $20.7K <0.01% -4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 327 $20.1K 0.01% +296 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 319 $19.6K <0.01% -5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 312 $19.1K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 303 $18.6K <0.01% -72,715 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 300 $18.4K 0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 300 $18K 0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 290 $17.8K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 341 $17.7K <0.01% +2 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 270 $17K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 272 $16.7K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 270 $16.6K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 269 $16.5K 0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 261 $16K 0.01% -530 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for Strategic Wealth Partners, Ltd. 197 $12.1K <0.01% +5 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 197 $12.1K <0.01% -1,495 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 192 $11.8K <0.01% +14 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 188 $11.8K <0.01% -79 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 181 $11.1K <0.01% +42 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 181 $11.1K <0.01% -112 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 180 $11K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 176 $10.8K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 170 $10.4K <0.01% -7 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 159 $9.76K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 156 $9.57K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 156 $9.57K <0.01% -21 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 155 $9.51K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 154 $9.45K <0.01% +17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 150 $9.2K <0.01% -185 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 149 $9.14K <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 143 $8.78K 0.01% +1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 142 $8.71K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 142 $8.69K <0.01% +75 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 139 $8.53K <0.01% -5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 139 $8.53K <0.01% +19 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 135 $8.28K 0.01% -35 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 133 $8.16K <0.01% +33 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 129 $7.91K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 125 $7.67K 0.01% -375 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 125 $7.67K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 122 $7.47K <0.01% -3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $7.36K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 119 $7.29K 0.01% +25 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 117 $7.18K <0.01% -62 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 110 $6.75K <0.01% -39 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 110 $6.75K <0.01% +37 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 105 $6.44K <0.01% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 102 $6.26K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 100 $6.16K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $6.13K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $6.13K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 100 $6K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 97 $5.95K <0.01% -245 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 $5.71K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 93 $5.71K <0.01% new 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 92 $5.64K <0.01% -146 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 92 $5.64K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 85 $5.21K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 83 $5.09K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 82 $5.03K <0.01% +5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 82 $5.03K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 79 $4.85K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 74 $4.54K <0.01% -13 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 74 $4.54K <0.01% 0 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 72 $4.42K <0.01% -54 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 72 $4.42K <0.01% -16 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 71 $4.36K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 70 $4.3K <0.01% +50 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 70 $4.29K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 70 $4.29K <0.01% +55 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 72 $4K <0.01% +34 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 63 $3.87K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 62 $3.8K <0.01% -285 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 62 $3.8K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 60 $3.68K <0.01% -19 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 57 $3.5K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 57 $3.5K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 52 $3.19K <0.01% +4 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 52 $3.19K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 49 $3.01K <0.01% +14 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 64 $3K <0.01% -35 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 48 $2.94K <0.01% -89 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 48 $2.94K <0.01% -15 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 47 $2.88K <0.01% new 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 46 $2.82K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $2.58K <0.01% -3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 42 $2.58K <0.01% -29 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 40 $2.45K <0.01% -253 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 40 $2.45K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 40 $2.45K <0.01% -79 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 38 $2.33K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 36 $2.21K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 36 $2.21K <0.01% -37 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 35 $2.15K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 35 $2.15K <0.01% -3 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 35 $2.15K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 33 $2.02K <0.01% -28 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 30 $1.84K <0.01% 0 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $1.72K <0.01% -9 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 27 $1.66K <0.01% -8 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 27 $1.63K <0.01% +2 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 25 $1.53K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 25 $1.53K <0.01% +5 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25 $1.53K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 25 $1.53K <0.01% +10 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 25 $1.53K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 24 $1.47K <0.01% +20 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 24 $1.47K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24 $1.47K <0.01% -22 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21 $1.29K <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 20 $1.23K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 19 $1.17K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 19 $1.17K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 18 $1.1K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 17 $1.04K <0.01% +1 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 17 $1.04K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 24 $1K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 16 $982 <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $921 <0.01% -39 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 14 $859 <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 14 $859 <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 14 $859 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13 $798 <0.01% -3,848 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $768 <0.01% -31 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 12 $736 <0.01% -18 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 11 $675 <0.01% -3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $613 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $553 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $491 <0.01% -46 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8 $491 <0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $491 <0.01% -65 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $430 <0.01% -1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $429 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 7 $429 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6 $368 <0.01% -1,808 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5 $330 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $307 <0.01% -2 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $245 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2 $123 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $44 <0.01% 0 13F-HR Timeline 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.