Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 370 $13.8K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 366 $13.6K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 356 $13.6K <0.01% +2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 344 $12.8K <0.01% +2 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 333 $12.4K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 318 $11.8K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 314 $11.7K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 314 $11.7K <0.01% -13 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 311 $11.6K <0.01% +23 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 269 $11.2K <0.01% -423 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 300 $11.2K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 300 $11.2K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 300 $11.2K 0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $11.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 305 $11K <0.01% +27 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 295 $11K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 294 $10.9K <0.01% new 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 292 $10.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 283 $10.5K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 277 $10.3K <0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 271 $10.1K <0.01% -38 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 269 $10K 0.01% 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 269 $10K <0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 281 $10K <0.01% -8 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 250 $9.3K 0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 249 $9.27K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 250 $9K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 250 $9K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 231 $8.6K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 227 $8.45K <0.01% new 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 225 $8.38K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 213 $7.93K <0.01% -23 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 207 $7.71K <0.01% -834 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 201 $7.48K 0.01% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 200 $7.44K <0.01% -192 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $7.44K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 191 $7.12K <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 190 $7.08K <0.01% -400 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 200 $7K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 186 $6.92K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 180 $6.7K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 177 $6.59K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 176 $6.55K 0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 171 $6.37K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 167 $6.22K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 166 $6.18K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 164 $6.11K <0.01% -14 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 113 $6.04K <0.01% +93 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 164 $6K <0.01% +102 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 161 $5.99K <0.01% -189 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 155 $5.77K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 153 $5.7K <0.01% -275 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 139 $5.16K <0.01% +1 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 136 $5.06K -394 Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 134 $4.99K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 133 $4.95K <0.01% -362 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 133 $4.95K <0.01% -124 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 130 $4.84K <0.01% +25 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 115 $4.83K <0.01% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 126 $4.69K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 120 $4.47K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 113 $4.22K <0.01% -95 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 110 $4.09K <0.01% -48 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 107 $3.98K <0.01% +5 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 105 $3.91K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 105 $3.91K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 105 $3.91K <0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $3.72K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 100 $3.72K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 98 $3.65K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 94 $3.51K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 93 $3.46K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 76 $3.26K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 87 $3.24K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 86 $3.2K <0.01% -22 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 84 $3.13K <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 83 $3.1K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 81 $3.02K <0.01% +41 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 107 $3K <0.01% -25 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 80 $2.99K <0.01% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 80 $2.98K <0.01% -364 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 78 $2.89K <0.01% -22 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 76 $2.83K <0.01% -100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 75 $2.79K <0.01% -226 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 72 $2.68K <0.01% -6 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 71 $2.64K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 70 $2.62K <0.01% -25 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 70 $2.61K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 69 $2.57K 0.11% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 66 $2.46K <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 65 $2.42K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 60 $2.23K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 53 $2.2K <0.01% -36 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 55 $2.05K <0.01% -40 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 51 $1.9K <0.01% -31 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 51 $1.9K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 50 $1.86K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 50 $1.83K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 47 $1.74K <0.01% +21 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 46 $1.71K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 46 $1.71K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46 $1.71K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 45 $1.68K <0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 44 $1.64K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $1.59K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 41 $1.54K <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 40 $1.49K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 40 $1.48K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 39 $1.45K <0.01% +22 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 39 $1.45K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 38 $1.41K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 37 $1.38K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 34 $1.26K <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 3,056 $1.14K 0.06% +2,693 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $1.04K <0.01% +3 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 35 $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 15 $1K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 26 $968 <0.01% -32 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $931 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $856 <0.01% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 22 $819 <0.01% -6 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $744 <0.01% -10 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 18 $670 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 18 $670 <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17 $633 <0.01% 0 13F-HR/A Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 17 $633 <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 15 $558 <0.01% +5 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 14 $521 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $409 <0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $372 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $298 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7 $261 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 7 $261 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $170 0.02% -4,462 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4 $149 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $149 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $75 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $37 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. 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. Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.