Solstein Capital, LLC More: the full row for Solstein Capital, LLC 263 $22.1K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 261 $21.9K <0.01% +213 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 248 $20.8K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 244 $20.5K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 240 $20.2K 0.01% -25 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 238 $20K 0.01% -67 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 230 $19.3K <0.01% +200 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 230 $19.3K 0.01% -6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 227 $19.1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 226 $18.9K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 225 $18.9K 0.02% 0 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 224 $18.8K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 214 $18K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 209 $17.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 205 $17.2K <0.01% -41 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 201 $16.9K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 201 $16.9K 0.01% -99 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $16.8K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $16.8K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 194 $16.3K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 190 $16K <0.01% -94 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 181 $15.2K <0.01% +50 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 181 $15.2K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 180 $15.1K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 178 $15K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 175 $14.7K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 170 $14.3K 0.05% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 166 $14K <0.01% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 165 $13.9K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 160 $13.5K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 159 $13.4K <0.01% +20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 159 $13.4K <0.01% +27 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 152 $12.8K <0.01% -9 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 151 $12.7K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 151 $12.7K <0.01% +150 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 150 $12.6K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 150 $12.6K <0.01% +100 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 142 $11.9K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 137 $11.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 127 $11.5K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 131 $11K 0.01% -13 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 139 $11K <0.01% -520 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 130 $10.9K <0.01% +3 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 126 $10.6K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 123 $10.3K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 120 $10.1K 0.02% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 108 $9.08K 0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 108 $9.05K <0.01% +15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 111 $9K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 104 $8.74K <0.01% +4 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 102 $8.61K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 101 $8.49K 0.01% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 101 $8.48K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $8.41K <0.01% -369 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $8.41K <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $8.41K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $8.41K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 100 $8.41K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 97 $8.15K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 96 $8.07K <0.01% +89 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 96 $8.07K <0.01% +49 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 93 $7.82K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 93 $7.82K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 87 $7.71K <0.01% -12 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 90 $7.57K 0.01% -283 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 89 $7.48K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 87 $7.31K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 87 $7.29K <0.01% +11 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 78 $6.57K <0.01% +37 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 78 $6.56K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 78 $6.56K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 75 $6.3K <0.01% -8 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 74 $6.22K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 72 $6.05K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 70 $5.88K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 70 $5.88K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 69 $5.8K <0.01% -38 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 67 $5.63K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 65 $5.46K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 65 $5.46K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 64 $5.38K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 60 $5.04K <0.01% -28 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 59 $4.96K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 59 $4.95K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 56 $4.71K <0.01% +23 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 54 $4.54K <0.01% -22 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 52 $4.37K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 50 $4.2K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 48 $4.04K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 53 $4K <0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 50 $4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 47 $3.95K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 47 $3.92K <0.01% +19 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 42 $3.53K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 41 $3.45K <0.01% +15 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 41 $3.45K <0.01% -164 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 41 $3.45K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 40 $3.36K <0.01% +12 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 39 $3.27K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 35 $2.94K <0.01% 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 34 $2.86K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 33 $2.77K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $2.61K <0.01% +11 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $2.52K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $2.52K <0.01% +18 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 27 $2.27K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 27 $2.27K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 25 $2.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21 $2K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $1.93K <0.01% -200 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 22 $1.85K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22 $1.85K <0.01% -8 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 20 $1.68K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 20 $1.68K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 20 $1.68K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 19 $1.6K <0.01% -368 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 19 $1.6K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 18 $1.51K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $1.43K <0.01% +7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15 $1.26K <0.01% -206 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $1.18K <0.01% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $1.01K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 12 $1.01K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 12 $1K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 10 $1K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $945 0.03% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $842 <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $841 <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9 $757 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 8 $671 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $589 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 6 $504 <0.01% new 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4 $336 <0.01% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 3 $252 <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2 $169 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $85 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.