Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 672 $39.5K 0.02% +91 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 665 $39.1K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 660 $39K <0.01% new 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 643 $37.8K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. 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Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 508 $29.9K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 504 $29.6K 0.01% +412 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 500 $29.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 494 $29K <0.01% +16 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 496 $29K 0.01% +45 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 493 $29K 0.01% +150 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 493 $29K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $28.8K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 488 $28.7K 0.01% +277 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 480 $28.2K 0.01% +46 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 474 $27.9K 0.01% -395 13F-HR Timeline Kozak & Associates, Inc. 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A. More: the full row for WEBSTER BANK, N. A. 300 $17.6K <0.01% +100 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 300 $17.6K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 298 $17.5K 0.01% -148 13F-HR Timeline McMillan Office, Inc. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 268 $15.7K 0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 266 $15.6K 0.02% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 253 $15.5K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for Leo H. Evart, Inc. 220 $12.9K 0.01% 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 217 $12.8K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 214 $12.6K <0.01% +50 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 211 $12.4K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 211 $12.4K <0.01% -15 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 210 $12.3K 0.01% +84 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 210 $12.3K 0.01% -24 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 211 $12K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 203 $12K <0.01% +5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 202 $11.9K <0.01% +2 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 201 $11.8K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $11.8K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 200 $11.8K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 183 $10.8K <0.01% +138 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 181 $10.6K <0.01% +160 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 176 $10.4K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 172 $10.1K <0.01% +53 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 171 $10.1K 0.08% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 166 $9.76K <0.01% +53 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 165 $9.7K <0.01% +105 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 163 $9.58K <0.01% +63 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 163 $9.58K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 161 $9.46K <0.01% -43 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 158 $9.26K 0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 161 $9K <0.01% +46 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 151 $8.88K <0.01% +10 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 151 $8.88K 0.08% -83 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 146 $8.58K 0.01% -104 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 144 $8.46K <0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 144 $8.46K 0.03% -12,851 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 144 $8.46K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 142 $8.35K <0.01% +55 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 138 $8.11K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 137 $8.05K <0.01% +37 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 124 $7.98K <0.01% +40 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 135 $7.94K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 135 $7.93K <0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 134 $7.88K 0.01% -2,023 13F-HR Timeline City State Bank More: the full row for City State Bank 130 $7.64K <0.01% -1,271 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Center for Financial Planning, Inc. 86 $5.06K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 80 $5K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 84 $4.94K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 82 $4.82K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 82 $4.82K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 49 $4.53K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 75 $4.41K <0.01% +4 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 73 $4.29K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 73 $4.29K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 69 $4.06K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 67 $3.94K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 66 $3.88K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 66 $3.88K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 65 $3.82K <0.01% -20 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 65 $3.81K <0.01% -81 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 96 $3.77K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 60 $3.53K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 57 $3.35K <0.01% -3,892 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 57 $3.35K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 57 $3.35K <0.01% +12 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 48 $3.28K 0.11% -16 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 55 $3.23K <0.01% +37 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 50 $2.97K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 50 $2.94K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 50 $2.94K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 44 $2.59K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 42 $2.47K <0.01% +41 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 41 $2.41K <0.01% +13 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 40 $2.35K <0.01% +2 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 40 $2.35K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 39 $2.29K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 36 $2.12K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 32 $2K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 34 $2K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 31 $1.82K <0.01% -1,100 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 30 $1.76K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 27 $1.59K <0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 26 $1.53K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 25 $1.48K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 24 $1.41K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 23 $1.35K <0.01% -126 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 22 $1.29K <0.01% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 21 $1.23K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 20 $1.18K <0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 20 $1.18K <0.01% -14 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20 $1.18K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 20 $1.18K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 19 $1.14K <0.01% -225 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 18 $1.06K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 14 $1K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 17 $999 <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 15 $882 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 15 $882 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 15 $882 <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 14 $823 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13 $764 <0.01% 0 13F-HR Timeline