SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 201 $28.1K 0.01% +122 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 200 $27.9K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 186 $26K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 185 $26K <0.01% -1 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 175 $24.5K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 175 $24.5K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 166 $23.2K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 159 $22.2K 0.01% +154 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 159 $22K <0.01% -1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 144 $20.1K <0.01% +35 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 137 $19.1K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 137 $19K <0.01% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 124 $17.3K 0.01% +64 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $16.5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 115 $16.1K <0.01% +23 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 117 $16K <0.01% +38 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 112 $15.7K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 105 $14.7K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 103 $14.4K <0.01% +1 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 102 $14.1K <0.01% new 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 100 $14K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $14K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $14K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $14K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $14K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 96 $13.4K <0.01% +88 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 94 $13.1K <0.01% +26 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 90 $12.6K <0.01% +56 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 90 $12.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 90 $12.6K <0.01% -59 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 85 $11.9K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 80 $11.2K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 78 $10.9K <0.01% 0 13F-HR Timeline Group Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 75 $10.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 73 $10.2K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 69 $9.64K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 69 $9.55K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 66 $9.22K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 62 $8.65K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 59 $8.24K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 58 $8.11K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 53 $7.41K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 48 $6.71K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 47 $6.57K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 45 $6.33K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 43 $6.01K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 42 $5.87K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $5.59K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $5.17K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 37 $5K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 34 $4.75K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 34 $4.75K <0.01% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 32 $4.47K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32 $4.47K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 32 $4.47K <0.01% +2 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 30 $4.19K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 30 $4.19K <0.01% -35 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 27 $3.77K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 26 $3.63K <0.01% -1,054 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $3.49K <0.01% -9 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 25 $3.49K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 25 $3.49K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 24 $3.35K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $3.35K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23 $3.21K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22 $2.97K <0.01% -171 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $2.83K <0.01% +11 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 20 $2.8K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $2.79K <0.01% +7 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,965 $2.75K 0.11% -115 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19 $2.65K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 19 $2.65K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 19 $2.65K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 18 $2.52K <0.01% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 18 $2.52K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $2.52K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18 $2.52K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 17 $2.38K <0.01% -19 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.38K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 16 $2.24K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $2.24K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16 $2.24K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 15 $2.16K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $2.1K <0.01% -10 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 15 $2.1K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 15 $2.1K <0.01% new 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 15 $2.03K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19 $2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 19 $2K <0.01% +13 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $1.92K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 $1.82K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 13 $1.82K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 13 $1.82K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 12 $1.68K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12 $1.68K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 12 $1.67K <0.01% +6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12 $1.66K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $1.4K <0.01% -5 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10 $1.4K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $1.26K <0.01% -62 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 8 $1.18K <0.01% -8 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7 $978 <0.01% -202 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7 $978 <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 6 $839 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 6 $838 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $833 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $699 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $559 <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $559 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $559 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $559 <0.01% +1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $559 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $518 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $423 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3 $420 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $419 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $280 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $279 <0.01% -2 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2 $279 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $279 <0.01% -2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $279 <0.01% -2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $140 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $138 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 0 $21 <0.01% 13F-HR Timeline Group Amount filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.