BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 197 $13.9K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 188 $13.2K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 184 $12.9K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 181 $12.7K <0.01% +112 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 175 $12.3K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 162 $11.4K <0.01% +27 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 160 $11.3K <0.01% +54 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 158 $11.1K <0.01% +40 13F-HR/A Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 150 $11K <0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 155 $10.9K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 152 $10.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 149 $10.5K <0.01% +62 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 143 $10.1K <0.01% 0 13F-HR/A Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 135 $9.5K <0.01% -184 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 130 $9.18K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 129 $9.08K <0.01% +23 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 122 $8.59K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 120 $8.44K 0.01% +42 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 119 $8.37K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 116 $8.16K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 112 $8.03K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 114 $8.02K <0.01% +64 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 122 $8K <0.01% +48 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 108 $7.6K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 102 $7.18K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 102 $7.18K 0.01% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 100 $7.04K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 96 $6.76K <0.01% -9 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 88 $6.31K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 89 $6.23K <0.01% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 88 $6.19K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $6.18K <0.01% +37 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 92 $6K <0.01% -188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 85 $5.98K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 85 $5.98K <0.01% +67 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 81 $5.7K <0.01% +68 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 80 $5.66K <0.01% -6 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 80 $5.62K <0.01% +1 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 74 $5.21K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 69 $4.83K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 66 $4.64K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 64 $4.5K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 60 $4.22K <0.01% -37 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 60 $4.22K <0.01% -97 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 60 $4.22K <0.01% +35 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 60 $4.22K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 57 $4.08K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 57 $4.01K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 52 $3.66K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $3.52K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 50 $3.52K <0.01% -20 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 46 $3.24K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 44 $3.1K <0.01% +7 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $2.96K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 40 $2.81K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 39 $2.74K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 37 $2.6K <0.01% +14 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 34 $2.39K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 34 $2.39K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 32 $2.26K <0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 32 $2.26K <0.01% +15 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25 $2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 26 $1.83K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 25 $1.76K <0.01% -8 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 24 $1.69K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $1.69K <0.01% +22 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 23 $1.59K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 22 $1.55K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $1.37K <0.01% -19 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 19 $1.34K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $1.34K 0.07% -7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 18 $1.27K <0.01% -135 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 15 $1.06K <0.01% -24 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 15 $1.06K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $986 <0.01% -66 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 12 $851 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 12 $844 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11 $788 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $728 <0.01% -43 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $704 <0.01% -4 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $633 <0.01% +2 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 8 $563 <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $493 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $492 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $434 <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $423 <0.01% -219 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4 $281 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 4 $281 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 100 $137 0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $80 <0.01% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 0 $33 <0.01% -85,981 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.