Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 275 $18.6K <0.01% +9 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 275 $18.6K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 266 $18K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 266 $18K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 264 $17.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 263 $17.8K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 256 $17.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 255 $17.2K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 250 $16.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 249 $16.8K <0.01% +46 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 247 $16.7K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 244 $16.5K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 266 $16.3K 0.01% +10 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 264 $16.3K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 218 $16.2K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 235 $15.9K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 235 $15.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 235 $15.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 234 $15.8K <0.01% +12 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 222 $15K <0.01% +7 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 219 $14.8K <0.01% +149 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 219 $14.8K 0.01% -1 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 217 $14.7K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 216 $14.6K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 213 $14.4K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 213 $14.4K <0.01% -7 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 213 $14.4K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 209 $14K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 206 $13.9K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 193 $13.1K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 193 $13.1K 0.01% -9 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 192 $13K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 196 $12.9K <0.01% -6 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 186 $12.6K <0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 178 $12K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 176 $11.9K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 176 $11.9K <0.01% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 176 $11.9K <0.01% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 173 $11.7K <0.01% +1 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 172 $11.6K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 172 $11.6K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 170 $11.5K <0.01% +5 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 164 $11.1K <0.01% +1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 163 $11K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 161 $10.9K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 160 $10.8K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 154 $10.4K <0.01% +10 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 153 $10.3K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 151 $10.2K <0.01% +7 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 148 $10K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 146 $9.87K 0.01% -2 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 142 $9.6K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 136 $9.2K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 124 $9K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 132 $8.93K <0.01% -18 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 122 $8.25K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 116 $8K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 117 $7.91K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 113 $7.64K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 105 $7.1K 0.01% +7 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 104 $7.03K <0.01% -54 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 103 $6.97K <0.01% -1 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 93 $6.97K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 113 $6.95K <0.01% +8 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 100 $6.76K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 100 $6.76K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 99 $6.7K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 96 $6.49K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 91 $6.15K <0.01% -22 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 91 $6.15K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 89 $6.05K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 99 $6K <0.01% +4 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 87 $6K <0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 85 $6K <0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $5.88K <0.01% -26 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 85 $5.75K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 85 $5.75K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 82 $5.57K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 82 $5.55K <0.01% -5 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 81 $5.5K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 85 $5.39K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 79 $5.34K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 79 $5.34K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 76 $5.14K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 76 $5.13K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 75 $5.07K <0.01% +48 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 74 $5K 0.02% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 74 $5K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 87 $5K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 71 $4.78K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 66 $4.46K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 64 $4.34K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 63 $4.26K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $4.19K <0.01% -53 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 62 $4.19K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 60 $4.05K <0.01% -1,687 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 59 $3.99K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 58 $3.94K <0.01% 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 58 $3.92K <0.01% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,767 $3.9K 0.07% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 57 $3.85K <0.01% +41 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 55 $3.72K <0.01% +36 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 56 $3.61K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 53 $3.58K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 51 $3.45K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 50 $3.38K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 48 $3.25K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 57 $3K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 37 $3K <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. 43 $2.91K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 43 $2.91K <0.01% -102 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 42 $2.84K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 42 $2.84K <0.01% +9 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 42 $2.84K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 42 $2.84K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 41 $2.77K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 40 $2.71K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 38 $2.56K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 34 $2.28K <0.01% -72 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 33 $2.23K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 33 $2.23K <0.01% new 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 33 $2.23K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 32 $2.16K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 32 $2.14K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 25 $1.69K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 25 $1.69K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 24 $1.62K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 22 $1.49K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 21 $1.42K <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 20 $1.36K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 20 $1.35K <0.01% -275 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 17 $1.15K <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $1.15K <0.01% -1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 16 $1.04K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14 $952 <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14 $947 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14 $947 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $947 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14 $947 <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 13 $879 <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 13 $879 <0.01% new 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 12 $812 <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10 $676 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $676 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 9 $636 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 9 $553 <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8 $542 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 8 $542 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8 $541 <0.01% -34 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7 $474 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6 $407 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 6 $406 <0.01% +4 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5 $338 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5 $338 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $308 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $271 <0.01% -132 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3 $203 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $203 <0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.