Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 74 $14.7K 0.06% -131 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 72 $14.3K <0.01% +56 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 70 $13.9K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $13.9K <0.01% +9 13F-HR Timeline City State Bank More: the full row for City State Bank 70 $13.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 77 $13.8K <0.01% -234 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 68 $13.5K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70 $13K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 65 $12.9K 0.01% -26 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 64 $12.7K 0.01% -1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 60 $11.9K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 59 $11.7K <0.01% -188 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 59 $11.7K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 59 $11.7K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 56 $11.1K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 56 $11.1K 0.01% -1,154 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 60 $11K <0.01% 0 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 55 $10.9K 0.03% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 53 $10.5K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 51 $10.1K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 51 $10.1K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 50 $10K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $9.91K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 50 $9.91K 0.03% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 50 $9.91K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 49 $9.71K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 49 $9.71K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 49 $9.66K <0.01% +48 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 47 $9.32K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 46 $9.12K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 45 $8.92K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 45 $8.92K <0.01% +9 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 45 $8.92K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 43 $8.53K <0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 43 $8.53K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 42 $8.42K 0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $8.33K <0.01% +26 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 41 $8.13K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 40 $7.93K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 40 $7.93K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 39 $7.73K <0.01% +32 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 37 $7.34K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 32 $7.33K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 37 $7K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 33 $6.54K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 33 $6.54K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $6.54K <0.01% -21 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 32 $6.34K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 29 $5.75K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $5.62K <0.01% -2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 28 $5.55K <0.01% +3 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 27 $5.35K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $5.35K <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 25 $5.32K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 26 $5.21K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 26 $5.16K 0.01% +8 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 25 $4.96K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 25 $4.96K <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. 23 $4.56K <0.01% 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 22 $4.36K <0.01% -2 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 22 $4.36K <0.01% -28 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 21 $4.16K <0.01% -56 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 21 $4.16K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 21 $4.16K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $4.16K <0.01% +3 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 20 $3.96K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 20 $3.96K <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 19 $3.77K <0.01% -9 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 19 $3.77K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 18 $3.57K <0.01% +7 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 18 $3.57K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $3.57K <0.01% +2 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 15 $2.97K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $2.79K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13 $2.65K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 13 $2.62K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 13 $2.58K <0.01% -24 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 12 $2.44K 0.09% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 10 $2.23K <0.01% 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $2.22K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 11 $2.18K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10 $1.98K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 9 $1.78K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $1.59K <0.01% +1 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 8 $1.59K <0.01% -663 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SWAN Capital LLC More: the full row for SWAN Capital LLC 8 $1.59K <0.01% -3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8 $1.59K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 5 $1.04K <0.01% -51 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5 $992 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $991 <0.01% +2 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4 $886 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $793 <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. 4 $793 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4 $694 <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3 $595 <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2 $397 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $397 <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $198 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $198 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.