Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 130 $5.41K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 129 $5.36K <0.01% +26 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 127 $5.28K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 110 $5K <0.01% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 110 $5K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 117 $4.87K 0.01% 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 112 $4.66K <0.01% +12 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 112 $4.66K <0.01% +5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 111 $4.62K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 110 $4.57K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 107 $4.45K <0.01% -20 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 104 $4.32K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 103 $4.28K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $4.16K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 100 $4.16K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $4.16K <0.01% -400 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $4.16K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $4.16K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 100 $4.16K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $4.16K <0.01% +50 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $4.16K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $4.16K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 119 $4K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 100 $3.94K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 94 $3.91K <0.01% -179 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $3.62K <0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 85 $3.53K <0.01% +20 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 84 $3.49K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 82 $3.39K <0.01% +34 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 78 $3.24K <0.01% -145 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 69 $2.87K <0.01% -7 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 65 $2.7K <0.01% 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 62 $2.58K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 59 $2.45K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 58 $2.41K <0.01% +7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 55 $2.29K <0.01% -154 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PSI Advisors, LLC More: the full row for PSI Advisors, LLC 55 $2.29K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 55 $2.29K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 54 $2.25K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 51 $2.12K <0.01% -375 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 50 $2.08K <0.01% -106 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 50 $2.08K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 50 $2.08K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 50 $2.08K <0.01% -5 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 50 $2.08K <0.01% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $2.08K <0.01% 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 50 $2.08K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 50 $2K <0.01% -824 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 45 $1.87K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 45 $1.87K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43 $1.79K <0.01% -230 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 43 $1.79K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 43 $1.79K <0.01% +35 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 42 $1.75K <0.01% -59 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 40 $1.66K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 39 $1.62K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 37 $1.54K <0.01% -302 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 35 $1.46K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 35 $1.46K <0.01% -120 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 33 $1.37K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 32 $1.33K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 31 $1.29K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 30 $1.25K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 30 $1.25K <0.01% 0 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 28 $1.16K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 27 $1.12K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $1.08K <0.01% -46 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 25 $1.04K <0.01% -125 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 25 $1.04K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 25 $1.04K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 25 $1.04K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 24 $1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 44 $1K <0.01% +37 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20 $1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 24 $998 <0.01% -10 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 24 $998 0.04% +13 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 23 $956 <0.01% 0 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 26 $914 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 20 $832 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20 $832 <0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 20 $832 <0.01% -100 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 19 $790 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $712 <0.01% -46 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 17 $707 <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 15 $624 <0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $624 <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 15 $624 <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 14 $582 <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 14 $582 <0.01% 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13 $541 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 13 $541 <0.01% -60 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 13 $541 <0.01% -3 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 13 $541 <0.01% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 12 $499 <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 12 $499 <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 12 $499 <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12 $499 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 11 $453 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10 $416 <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10 $416 <0.01% -200 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $416 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $416 <0.01% -31 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $416 <0.01% -6 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 10 $416 <0.01% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 10 $416 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $416 <0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 10 $416 <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10 $394 <0.01% -659 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 9 $374 <0.01% +2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 9 $374 <0.01% 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 9 $354 <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7 $291 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $291 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $250 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 6 $249 <0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6 $249 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5 $208 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $208 <0.01% -5 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 5 $208 <0.01% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5 $208 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $172 <0.01% -14 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $166 <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4 $166 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $166 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3 $125 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $84 <0.01% -16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $84 <0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2 $83 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $42 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $42 <0.01% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 1 $42 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 0 $8 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1 $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.