Atala Financial Inc More: the full row for Atala Financial Inc 186 $9.91K 0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 182 $9.71K 0.01% 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 178 $9.48K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 174 $9.27K <0.01% -580 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 174 $9.27K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 174 $9.27K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 173 $9.22K 0.01% +77 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 177 $9K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 165 $8.79K 0.01% -35 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 158 $8.43K 0.02% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 158 $8.42K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 152 $8.1K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 151 $8.05K <0.01% -4,466 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 151 $8.04K <0.01% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 153 $8K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 150 $7.99K <0.01% -335 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 148 $7.88K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 147 $7.83K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 142 $7.56K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 143 $7.42K <0.01% +51 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 139 $7.41K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 136 $7.25K <0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 134 $7.14K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 133 $7.08K <0.01% +13 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 132 $7.03K <0.01% +40 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 145 $7K <0.01% -74 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 131 $6.96K <0.01% +1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 119 $6.34K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 114 $6.07K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 120 $6K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 107 $6K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 107 $5.7K 0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 104 $5.54K <0.01% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 103 $5.49K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 101 $5.38K <0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $5.33K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $5.33K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 100 $5.33K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $5.33K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $5.33K <0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 100 $5.33K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 100 $5.33K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $5.33K <0.01% -270 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 100 $5.33K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 98 $5.22K <0.01% -10 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 97 $5.17K <0.01% -860 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 97 $5.17K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 94 $5.16K <0.01% +17 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 97 $5.15K <0.01% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 95 $5.06K 0.01% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 100 $5K <0.01% -6 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 93 $4.95K <0.01% +31 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 93 $4.93K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 90 $4.79K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 86 $4.59K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 86 $4.58K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 81 $4.32K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 79 $4.21K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 77 $4.09K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 76 $4K <0.01% new 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 75 $4K <0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 74 $3.94K <0.01% -11 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 59 $3.14K <0.01% -21 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 63 $3.12K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 51 $3K <0.01% +50 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 56 $2.98K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 55 $2.93K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 54 $2.88K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 54 $2.88K 0.01% -258 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 53 $2.82K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 52 $2.78K <0.01% -152 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 50 $2.66K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 49 $2.61K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 41 $2.18K <0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 45 $2.13K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 45 $2.13K <0.01% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 36 $1.92K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 36 $1.92K <0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 35 $1.86K 0.08% +7 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 32 $1.71K <0.01% 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 31 $1.65K <0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 30 $1.6K <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 30 $1.6K <0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 30 $1.59K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 30 $1.58K <0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 29 $1.54K <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 28 $1.49K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 27 $1.41K <0.01% -44 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 26 $1.39K <0.01% -25,043 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 26 $1.39K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 22 $1.18K <0.01% +8 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 22 $1.17K <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 21 $1.12K <0.01% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 21 $1.12K <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 21 $1.09K <0.01% +1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 20 $1.06K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 20 $1.06K <0.01% -160 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 20 $1.06K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 20 $1.06K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 18 $959 <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 17 $906 <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 15 $799 <0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 14 $746 <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $696 <0.01% -400 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 13 $693 <0.01% -33,472 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12 $642 0.06% -12,733 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 10 $533 <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 10 $533 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10 $533 <0.01% 0 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 10 $533 <0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9 $492 <0.01% -550 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9 $480 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $427 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 7 $373 <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 6 $322 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $320 <0.01% -2 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6 $320 <0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6 $320 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $266 <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5 $266 <0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4 $213 <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2 $89 <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1 $54 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $53 <0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1 $53 <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 15 $8 <0.01% new 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5 $0 0% 13F-HR Timeline Value 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.