Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 267 $38.3K 0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 263 $37.7K 0.03% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 260 $37.3K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 259 $37.1K 0.01% +138 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 257 $36.8K 0.01% -680 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 256 $36.7K 0.05% +15 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 254 $36.4K <0.01% -167 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 254 $36.3K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 245 $35.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 244 $35K <0.01% +3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 242 $34.7K 0.02% +9 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $34.4K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 237 $34K <0.01% +29 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 235 $33.7K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 235 $33.7K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 230 $33K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 223 $32K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 216 $30.9K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 212 $30.4K 0.01% -124 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 210 $30.1K 0.03% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 210 $30.1K 0.03% +30 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 199 $29K 0.02% +30 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 200 $28.7K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 200 $28.7K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 191 $27.4K <0.01% -94 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 189 $27.1K 0.01% +4 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 185 $26.5K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 183 $26.2K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 180 $25.8K 0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 178 $25.5K 0.01% -274 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 178 $25.5K 0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 173 $24.8K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 168 $24.1K 0.01% -150 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 159 $23.2K 0.01% +16 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 158 $22.7K 0.07% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 154 $22K <0.01% +8 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $21.5K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 150 $21.5K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 150 $21.5K 0.01% +75 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 147 $21.1K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 141 $20.2K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 139 $19.9K 0.01% +6 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 138 $19.8K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 137 $19.6K 0.02% -27 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 134 $19.2K 0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 131 $18.8K 0.1% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 121 $18.3K <0.01% +29 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 125 $17.9K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 96 $17K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 81 $14.4K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 100 $14.3K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 100 $14.3K 0.01% +45 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $14.3K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 96 $13.8K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 92 $13.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 90 $12.9K <0.01% -4 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 89 $12.8K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 88 $12.6K 0.01% -4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 86 $12.6K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 85 $12.2K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 81 $12K <0.01% -3,989 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 81 $11.6K <0.01% +2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 80 $11.5K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 78 $11.2K 0.01% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 78 $11.2K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 77 $11K <0.01% +57 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 75 $10.7K <0.01% +55 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 74 $10.6K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 73 $10.5K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 68 $9.74K <0.01% -132 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 53 $8.84K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 61 $8.74K <0.01% +25 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 55 $8.6K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 60 $8.6K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 58 $8.31K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 58 $8.31K <0.01% +24 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 56 $8.06K <0.01% +11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 59 $8K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 50 $8K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 55 $7.88K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 55 $7.88K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 51 $7.31K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $7.17K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 50 $7.17K <0.01% -50 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 50 $7.17K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 50 $7.15K <0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 51 $7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48 $6.88K <0.01% +9 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 48 $6.88K 0.01% -7 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 46 $6.59K <0.01% -4 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 45 $6.45K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 45 $6.45K <0.01% +40 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 44 $6.3K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 41 $5.87K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 40 $5.73K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 40 $5.73K <0.01% -17 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 38 $5.45K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 38 $5.45K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 36 $5.16K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 33 $4.73K <0.01% -9 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $4.3K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 30 $4.3K <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 28 $4.01K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 27 $3.87K <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 26 $3.73K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 23 $3.3K <0.01% -26 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $3.15K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 27 $3K <0.01% -790 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20 $2.87K <0.01% -20 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 20 $2.82K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 19 $2.72K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $2.44K <0.01% -1 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 16 $2.29K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $2.29K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 15 $2.22K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15 $2.15K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 15 $2.15K <0.01% -7 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18 $2K <0.01% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 12 $1.72K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.6K <0.01% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 11 $1.58K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $1.58K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 10 $1.43K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $1.43K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.4K <0.01% +6 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 9 $1.29K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5 $1.29K <0.01% -22 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8 $1.15K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8 $1.15K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $1.04K <0.01% +3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1K <0.01% +1 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $1K <0.01% -1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5 $716 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $573 <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $573 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4 $573 <0.01% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $573 <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3 $430 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3 $430 <0.01% new 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $430 <0.01% -64 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3 $430 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3 $430 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $349 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $287 <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2 $287 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $261 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $144 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $144 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $133 <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -381 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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.