Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 265 $20K 0.01% -228 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 256 $19.4K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 253 $19.1K 0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 245 $18.5K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 244 $18.5K 0.01% +233 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 240 $18.2K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 240 $18.2K 0.01% -2 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 232 $17.6K 0.01% +7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 225 $17K 0.01% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 214 $16.2K 0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 212 $16K 0.01% -25 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 212 $16K 0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 218 $16K <0.01% +27 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 211 $16K 0.01% +113 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 209 $15.9K 0.01% -97 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 205 $15.5K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 200 $15.1K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 200 $15.1K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 200 $15.1K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $15.1K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 195 $14.8K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 190 $14.4K <0.01% +25 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 187 $14.2K <0.01% -3 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 184 $13.9K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 178 $13.5K 0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 178 $13.5K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 174 $13.2K 0.03% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 174 $13.2K 0.02% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 172 $13K 0.01% +96 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 166 $12.6K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 166 $12.5K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 165 $12.5K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 159 $12.1K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 153 $11.6K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 168 $11.6K 0.01% +162 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 168 $11.6K 0.01% +162 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 152 $11.5K 0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 147 $11.1K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 144 $10.9K <0.01% +19 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 137 $10.4K <0.01% +10 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 136 $10.3K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 136 $10.3K <0.01% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 137 $10K 0.01% -1,429 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 132 $9.99K <0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 128 $9.69K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 125 $9.46K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 125 $9.46K 0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 120 $9.08K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 116 $8.78K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 116 $8.78K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 115 $8.7K <0.01% -26 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 113 $8.55K <0.01% -7 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 112 $8.47K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 108 $8.18K <0.01% -93 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 106 $8.02K <0.01% -148 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 104 $7.87K 0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 104 $7.79K 0.01% +21 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 101 $7.64K <0.01% -13 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $7.57K 0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 100 $7.57K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 100 $7.57K <0.01% -19 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 100 $7.57K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 100 $7.57K 0.01% 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 82 $7.25K <0.01% new 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 89 $6.75K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 89 $6.74K <0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 87 $6.58K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 82 $6.21K <0.01% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 78 $5.89K 0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 76 $5.75K <0.01% -1,316 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 74 $5.6K <0.01% +46 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 74 $5.6K <0.01% 13F-HR/A Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 72 $5.45K <0.01% +1 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 71 $5.37K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 70 $5.3K <0.01% -4,605 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 67 $5.09K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 67 $5.09K <0.01% new 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 66 $5.02K <0.01% +6 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 66 $5K <0.01% +65 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 66 $4.99K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 66 $4.99K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 66 $4.99K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 65 $4.91K <0.01% -114 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 64 $4.87K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 62 $4.69K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 62 $4.69K <0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 61 $4.62K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 61 $4.62K <0.01% 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 60 $4.54K <0.01% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 60 $4.54K <0.01% 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 59 $4.46K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 49 $4.32K <0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 55 $4.16K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 50 $3.78K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 50 $3.78K <0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 49 $3.71K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 46 $3.48K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 45 $3.33K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $3.18K <0.01% -19 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 40 $3.08K <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 40 $3.03K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 51 $3K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 40 $3K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 39 $2.95K <0.01% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 38 $2.81K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 37 $2.8K <0.01% 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 35 $2.65K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 34 $2.57K 0.11% +3 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 33 $2.5K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 32 $2.42K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 30 $2.27K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 30 $2.27K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30 $2.27K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 30 $2.27K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 30 $2.27K <0.01% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 29 $2.21K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 24 $2.12K <0.01% -11,670 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 28 $2.12K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 28 $2.12K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 28 $2.08K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 26 $1.97K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 25 $1.89K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 25 $1.89K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 20 $1.51K <0.01% -8 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19 $1.44K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 17 $1.29K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 17 $1.29K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 16 $1.23K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 15 $1.14K <0.01% +5 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 15 $1.14K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 14 $1.08K <0.01% 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 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 4 $1K <0.01% 0 13F-HR Timeline Group Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 12 $909 <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 11 $832 <0.01% -100 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 11 $804 <0.01% -59 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 10 $757 <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 10 $757 <0.01% -80 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 9 $711 <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 9 $681 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $598 0.05% -8,167 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 7 $554 <0.01% -232 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 7 $530 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 600 $454 0.02% -161 13F-HR/A Timeline Robbins Farley More: the full row for Robbins Farley 5 $379 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $378 <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5 $378 <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4 $318 <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4 $303 <0.01% -250 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4 $303 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3 $229 <0.01% 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2 $151 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $123 <0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1 $76 <0.01% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.