Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 453 $41.3K 0.01% +207 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 451 $41.1K 0.02% +1 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 451 $41K 0.04% -3 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 450 $41K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 442 $40.2K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 433 $39.4K 0.02% -602 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 422 $38.5K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 407 $37.9K 0.03% +333 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 416 $37.9K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 413 $37.6K <0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 408 $37.1K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 402 $36.6K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 400 $36.4K 0.02% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 390 $35.5K 0.02% +2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 386 $35K 0.01% +1 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 384 $35K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 383 $34.9K <0.01% -8,231 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 380 $34.6K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 380 $34.6K 0.03% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 378 $34.4K 0.02% -150 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 377 $34.3K <0.01% -888 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 318 $33.4K <0.01% +73 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 365 $33.2K 0.02% 0 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 364 $33.1K 0.01% +64 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 361 $32.9K 0.02% +7 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 358 $32.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 358 $32.6K 0.01% +138 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 350 $31.9K 0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 344 $31K <0.01% +35 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 330 $30K <0.01% -1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 332 $30K 0.01% 0 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 325 $29.6K 0.01% new 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 320 $29.1K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 319 $29K 0.01% +75 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 318 $28.9K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 312 $28.4K <0.01% -4,162 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 312 $28.4K 0.01% +117 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 309 $28.1K <0.01% +9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 298 $28.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 308 $28K 0.02% -335 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 305 $27.8K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 305 $27.8K 0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 302 $27.5K 0.01% new 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 300 $27.3K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 300 $27.3K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 296 $27K 0.01% +159 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 287 $26.7K 0.01% +125 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 290 $26.4K <0.01% +24 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 290 $26.4K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 281 $25.6K <0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 280 $25.5K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 277 $25.2K <0.01% +156 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 272 $24.8K 0.02% -1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 249 $23.2K <0.01% +73 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 256 $23K <0.01% +25 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 252 $22.9K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 225 $20.5K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 225 $20.5K 0.02% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 219 $19.9K <0.01% new 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 218 $19.8K 0.01% -79 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 211 $19.2K 0.02% -30 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 207 $18.8K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 209 $18.6K 0.02% +14 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $18.2K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $18.2K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 195 $17.7K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 195 $17.7K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 189 $17.2K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 185 $16.8K <0.01% +102 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 180 $16.4K <0.01% +11 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 178 $16.2K <0.01% +5 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 177 $16.1K 0.1% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 177 $16.1K 0.01% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 175 $15.9K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 173 $15.7K 0.01% +5 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 172 $15.7K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 172 $15.7K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 170 $15.5K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 167 $15.2K <0.01% -11 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 166 $15.1K <0.01% +1 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 165 $15K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 164 $14.9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 163 $14.8K <0.01% +38 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 160 $14.6K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 158 $14.4K <0.01% +1 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 157 $14.3K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 152 $13.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 150 $13.7K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 148 $13.5K <0.01% +45 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 139 $12.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 136 $12.4K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 134 $12.2K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 130 $11.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 129 $11.7K <0.01% +15 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 128 $11.7K 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. 126 $11.5K 0.01% +123 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 122 $11.1K <0.01% +62 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 121 $11K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 120 $11K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 120 $10.9K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 113 $10.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 108 $9.85K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 85 $9.11K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 100 $9.1K <0.01% -33 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 100 $9.1K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 100 $9.1K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 100 $9.1K <0.01% -2,585 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 100 $9.1K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 100 $9.1K <0.01% 0 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 100 $9.1K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 100 $9.1K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for IMA Advisory Services, Inc. 60 $5.46K <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 57 $5.19K <0.01% +33 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 52 $4.73K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 52 $4.73K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 48 $4.68K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 51 $4.64K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $4.55K <0.01% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 50 $4.52K <0.01% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 35 $3.19K <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 35 $3.19K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 35 $3.19K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 33 $3K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 33 $3K <0.01% +8 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 28 $3K <0.01% -671 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 32 $2.91K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 31 $2.84K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 28 $2.55K <0.01% -6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 27 $2.46K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 27 $2.46K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 25 $2.28K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 25 $2.28K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 25 $2.28K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $2.25K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 22 $2K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 21 $1.91K <0.01% -47 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $1.82K <0.01% -28 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 19 $1.73K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 17 $1.55K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $1.12K 0.04% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $1K <0.01% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for Nvest Wealth Strategies, Inc. 7 $638 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6 $547 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $546 <0.01% +3 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $453 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4 $365 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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