Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 597 $31.2K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 590 $30.8K 0.01% +18 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 579 $30.3K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 572 $29.9K <0.01% +38 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 649 $29.6K 0.02% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 557 $29.3K 0.02% -52 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 557 $29.3K 0.02% -52 13F-HR Timeline Group Summer Road LLC More: the full row for Summer Road LLC 550 $28.8K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 550 $28.8K 0.01% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 549 $28.7K 0.01% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 530 $27.8K 0.01% +8 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 515 $26.9K <0.01% -96 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 502 $26.8K 0.02% -390 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 504 $26.4K 0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 500 $26.1K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 500 $26.1K 0.02% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 513 $26K 0.02% -12,261 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 500 $26K 0.01% -749 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 472 $24.7K 0.02% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 470 $24.6K 0.01% +18 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 472 $24K 0.02% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 449 $23.5K 0.02% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 447 $23.4K 0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 400 $23.1K 0.02% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 436 $22.8K 0.01% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 435 $22.7K 0.01% +7 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 422 $22.5K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 415 $22.3K 0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 427 $22K 0.02% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 425 $22K 0.01% +8 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 419 $21.9K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 400 $20.9K 0.01% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 384 $20.1K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 374 $19.9K <0.01% 0 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 371 $19.4K 0.01% +7 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 370 $19.3K <0.01% +138 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 366 $19.1K <0.01% +108 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 363 $19K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 361 $18.9K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 353 $18.4K 0.01% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 345 $18K 0.01% +7 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 343 $17.9K <0.01% -30 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 337 $17.6K 0.01% +87 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 333 $17.4K 0.04% 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 331 $17.3K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 318 $16.6K 0.01% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 306 $16K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 300 $15.7K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 300 $15.7K <0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 300 $15.7K 0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 298 $15.6K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 291 $15.2K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 286 $15K 0.01% +11 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 273 $14.3K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 279 $14K 0.01% +3 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 263 $13.8K 0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 262 $13.7K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 262 $13.7K 0.01% 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 256 $13.4K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 250 $13.1K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 246 $12.7K <0.01% 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 227 $11.9K 0.02% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 225 $11.8K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 225 $11.8K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 225 $11.8K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $10.5K 0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 200 $10.5K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 200 $10.5K 0.2% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 199 $10.4K 0.01% +2 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 200 $10K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 190 $9.94K 0.01% 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 183 $9.57K <0.01% 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 181 $9.44K <0.01% -306 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 180 $9.41K 0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 177 $9.26K <0.01% -145 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 171 $8.94K 0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 169 $8.84K 0.01% 13F-HR/A Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 160 $8.37K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 156 $8.18K 0.01% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $7.84K <0.01% -90 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 150 $7.84K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 139 $7.27K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 135 $7.07K <0.01% +48 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 135 $7.06K <0.01% +47 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 124 $6.48K <0.01% 0 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 117 $6.12K 0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 116 $6.07K <0.01% -1,869 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 100 $5.23K <0.01% -10 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 100 $5.23K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 100 $5.23K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 100 $5.23K <0.01% -6,202 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $5.23K <0.01% 0 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $5.23K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 94 $4.92K <0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 91 $4.75K <0.01% -23 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 86 $4.5K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 79 $4.13K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 75 $3.92K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 74 $3.87K <0.01% +5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 72 $3.77K <0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 67 $3.5K 0.15% +13 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 66 $3.45K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 60 $3.14K <0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 60 $3K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 52 $2.72K <0.01% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 51 $2.67K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 50 $2.59K <0.01% 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 45 $2.35K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $2.25K <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 40 $2.09K <0.01% 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 40 $2.09K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 34 $1.78K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 32 $1.68K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 31 $1.62K <0.01% -39 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 31 $1.62K <0.01% +21 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 29 $1.52K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,740 $1.43K 0.05% 0 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 27 $1.41K <0.01% +11 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 27 $1.41K <0.01% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 2,520 $1.32K 0.07% 0 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 20 $1.05K <0.01% +1 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 20 $1.05K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 25 $1K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 21 $1K <0.01% 0 13F-HR/A Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 15 $806 <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 15 $784 <0.01% -6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14 $759 0.07% -17,167 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 10 $523 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 0 $523 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $522 <0.01% -5 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 7 $366 <0.01% -406 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7 $365 <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5 $276 <0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5 $261 <0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $261 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.