AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 155 $19K 0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 146 $17.9K 0.01% +146 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 141 $17.3K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 140 $17.2K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 140 $17.2K 0.01% +15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 135 $16.5K <0.01% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 133 $16.3K -77 Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 130 $15.9K <0.01% +97 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 128 $15.7K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 128 $15.7K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 127 $15.6K 0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 126 $15.4K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 126 $15.4K <0.01% -27 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 124 $15.2K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 115 $14.1K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 114 $14K 0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 111 $13.6K 0.01% +1 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 111 $13.6K 0.01% +8 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 105 $12.9K 0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 104 $12.7K <0.01% -11 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 100 $12.3K 0.01% -126 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 100 $12.3K <0.01% -29 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 100 $12.3K <0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $12.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 97 $11.9K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 92 $11.3K <0.01% +29 13F-HR/A Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 92 $11.3K <0.01% +1 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 88 $10.8K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 87 $10.7K <0.01% -9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 86 $10.5K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 81 $9.77K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 79 $9.68K 0.01% +18 13F-HR Timeline CNB Bank More: the full row for CNB Bank 77 $9.44K <0.01% -154 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 74 $8.92K 0.01% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 71 $8.7K <0.01% +4 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 68 $8.34K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $8.31K <0.01% -3 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 67 $8.21K 0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 72 $8K 0.01% -3,782 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 64 $7.86K <0.01% -12 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 63 $7.72K 0.02% +3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 61 $7.48K <0.01% -260 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 60 $7.36K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 58 $7.3K 0.01% +39 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 58 $7.11K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 57 $6.99K 0.04% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 57 $6.99K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 56 $6.86K <0.01% -9 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 55 $6.74K <0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 54 $6.62K <0.01% +35 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $6.44K <0.01% +27 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 50 $6.13K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 50 $6.13K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48 $5.88K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 48 $5.88K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 45 $5.52K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 45 $5.52K <0.01% +10 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 4,400 $5.39K 0.19% -65 13F-HR/A Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 43 $5.27K <0.01% -27 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 643,156 $5.25K 0.76% +638,020 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 42 $5.15K <0.01% -64 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 40 $4.9K <0.01% +6 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 40 $4.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 38 $4.66K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 38 $4.66K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 37 $4.54K <0.01% +23 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 36 $4.41K <0.01% -14 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 36 $4.41K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 35 $4.29K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 35 $4.29K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 34 $4.17K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 34 $4.17K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 32 $3.92K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 31 $3.8K <0.01% +10 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 30 $3.68K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27 $3.31K <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 23 $2.82K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21 $2.58K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 21 $2.57K <0.01% 0 13F-HR/A Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 21 $2.57K 0.11% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 21 $2.53K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 19 $2.33K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $1.96K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $1.84K <0.01% +5 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 13 $1.59K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 13 $1.59K <0.01% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 12 $1.47K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $1.23K <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 10 $1.23K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $1.23K <0.01% -287 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.1K <0.01% 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 15 $1K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 12 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 10 $1K <0.01% 0 13F-HR/A Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 8 $981 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $865 <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7 $859 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $613 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5 $613 <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3 $368 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $220 0.02% -1,951 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1 $123 <0.01% -7,646 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 202 $68 +121 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.