AlphaQuest LLC More: the full row for AlphaQuest LLC 200 $33.5K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 192 $32K <0.01% -2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 184 $30.8K <0.01% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 176 $29.4K <0.01% +91 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 175 $29.3K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 166 $27.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 163 $27.3K <0.01% -1 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 156 $26K <0.01% +4 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 155 $26K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 152 $25.5K <0.01% +52 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 141 $23.6K <0.01% -89 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 135 $23K <0.01% +1 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 137 $23K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 119 $19.9K <0.01% -1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $18.2K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 106 $17.8K <0.01% +79 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 105 $17.6K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 101 $16.9K <0.01% +1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 101 $16.9K <0.01% +1 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 100 $16.8K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $16.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $16.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 98 $16.4K <0.01% +6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 98 $16.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 95 $16K <0.01% +22 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 90 $15.1K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 88 $14.7K <0.01% +26 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 85 $14.2K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 82 $13.9K <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 81 $13.6K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 80 $13.4K <0.01% +40 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 78 $13.1K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 69 $11.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 60 $10.1K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 64 $9.89K 0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 59 $9.89K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 58 $9.72K 0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 54 $9.05K 0.01% -11 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 53 $8.88K <0.01% -1 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 50 $8.38K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $8.38K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 50 $8.38K <0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 48 $8.04K 0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 48 $7.96K <0.01% -8 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 47 $7.88K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 46 $7.71K 0.04% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $7.54K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 45 $7.54K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 43 $7.21K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 42 $7.04K 0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 41 $6.87K <0.01% -22 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $6.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 37 $6K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34 $5.7K <0.01% 0 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 34 $5.62K 0.02% -196 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 33 $5.53K <0.01% +30 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 32 $5.36K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32 $5.36K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 30 $5.03K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 30 $5.03K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 27 $4.53K <0.01% +24 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 25 $4.19K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,410 $4.04K 0.16% +20 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 24 $4.02K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $3.69K <0.01% -103 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $3.52K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 19 $3.19K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19 $3.18K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 19 $3.18K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18 $3.02K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 18 $3.02K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 18 $3.02K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $3.02K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18 $3.02K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19 $3K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 17 $2.92K <0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.85K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $2.78K <0.01% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $2.68K <0.01% -14 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 16 $2.68K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 15 $2.59K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 15 $2.51K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 15 $2.51K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $2.39K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 14 $2.35K <0.01% +7 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 14 $2.35K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $2.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $2.18K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 13 $2.18K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 12 $2.01K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 12 $2.01K <0.01% 0 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10 $1.68K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 8 $1.34K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $1.28K <0.01% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6 $1.01K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $1K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 5 $846 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5 $838 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $838 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5 $838 <0.01% 0 13F-HR/A Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5 $838 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $838 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $671 <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4 $670 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $670 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $503 <0.01% -1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $503 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $503 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $503 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $412 <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $336 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $316 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $168 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $168 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $168 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1 $167 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -817 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 74,283 $8.21K +74,234 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.