Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 101 $3.54K <0.01% +22 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 100 $3.51K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $3.51K <0.01% -400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $3.51K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $3.51K <0.01% -240 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $3.51K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 100 $3.51K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 100 $3.51K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 95 $3.33K <0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94 $3.3K <0.01% -135 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 94 $3.28K <0.01% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 86 $3.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 77 $3K <0.01% -2 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 73 $3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 80 $2.81K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 76 $2.67K <0.01% -1 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 75 $2.63K <0.01% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 7,425 $2.6K 0.05% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 74 $2.6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 70 $2.45K <0.01% -92 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 69 $2.42K <0.01% 0 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 68 $2.38K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 67 $2.35K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 65 $2.28K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 70 $2.24K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 63 $2.21K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 62 $2.17K <0.01% +6 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 60 $2K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 46 $2K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 52 $1.82K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 52 $1.82K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 51 $1.79K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 50 $1.77K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 48 $1.68K <0.01% new 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 44 $1.54K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 43 $1.51K <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 43 $1.51K <0.01% +24 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 40 $1.41K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 40 $1.4K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 40 $1.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 39 $1.38K <0.01% +9 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 33 $1.16K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $1.12K <0.01% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $1.09K <0.01% +23 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 29 $1.02K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 27 $948 0.03% -15 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 26 $912 <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 26 $898 <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. 24 $841 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 24 $841 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 22 $777 <0.01% -14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $771 <0.01% +10 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 22 $771 <0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21 $742 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 18 $631 <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 18 $631 <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 16 $561 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $561 <0.01% +8 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $523 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $509 <0.01% -8 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 14 $494 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14 $491 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 14 $491 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 13 $456 <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 12 $421 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $351 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 10 $351 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $351 <0.01% +2 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9 $324 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $316 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 9 $316 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 8 $295 <0.01% +2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8 $280 <0.01% +2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $245 <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7 $245 <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4 $140 <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4 $140 <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3 $106 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $71 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.