Aspect Partners, LLC More: the full row for Aspect Partners, LLC 163 $40.3K 0.02% +2 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 156 $38.5K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 155 $38.3K 0.01% -13 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 154 $38.1K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 153 $37.9K <0.01% -28 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 153 $37.8K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 143 $35.3K 0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 138 $34.1K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 138 $34K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 137 $33.8K <0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 132 $32.6K 0.01% +15 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 132 $32K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 126 $31.1K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 126 $31.1K 0.01% +65 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 125 $30.9K 0.01% -2 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 125 $30.9K 0.01% 0 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 116 $28.6K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 115 $28.4K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 115 $28.4K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 115 $28.4K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 114 $28.2K 0.01% -13 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 111 $27.4K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 113 $27.4K <0.01% -62 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 112 $27K 0.01% -9 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 109 $26.9K <0.01% -49 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 109 $26.9K 0.03% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 107 $26.4K 0.01% -125 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 103 $25.4K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 102 $25.2K 0.02% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 101 $24.9K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 100 $24.7K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 99 $24.4K 0.02% +24 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 96 $23.7K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 96 $23.7K 0.03% +12 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 95 $23.4K 0.01% +6 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 94 $23.2K 0.01% -37 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 93 $22.9K <0.01% +4 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 92 $22.7K 0.01% -25 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 88 $21.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 88 $21.7K 0.01% -13 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 79 $19.5K 0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 75 $18.5K <0.01% -10 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 75 $18.5K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 75 $18.5K 0.01% +5 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 74 $18.3K <0.01% +20 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 73 $18K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 72 $18K 0.01% -3,115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clean Yield Group More: the full row for Clean Yield Group 72 $17.8K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 72 $17.8K <0.01% -219 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 65 $17.3K 0.01% 0 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 70 $17.3K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 70 $17.3K <0.01% -202 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 68 $16.8K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 66 $16.3K 0.01% +21 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 65 $16.1K 0.01% -257 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 64 $15.8K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 63 $15.6K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 62 $15.3K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 61 $15.1K <0.01% -38 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 61 $15.1K 0.01% -303 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 60 $14.8K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 60 $14.8K 0.06% -1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 58 $14.3K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 58 $14.3K 0.05% 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 56 $13.8K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 56 $13.8K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 56 $13.8K 0.01% +13 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 54 $13.3K 0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 52 $13K <0.01% -9 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 53 $13K <0.01% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 52 $12.8K <0.01% +20 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 51 $12.7K <0.01% -1,259 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 50 $12.3K 0.01% 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 50 $12.3K 0.01% -100 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 49 $12.1K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 48 $11.9K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 48 $11.9K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 47 $11.6K 0.01% +20 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 45 $11.1K <0.01% -68 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 46 $11K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 44 $10.9K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 49 $10.7K <0.01% +13 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 43 $10.6K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 43 $10.6K 0.01% +22 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 42 $10.4K <0.01% 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 42 $10.4K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 41 $10.1K <0.01% +25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 40 $9.88K <0.01% +17 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 39 $9.63K <0.01% +7 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 39 $9.63K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 35 $8.64K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 35 $8.64K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 34 $8.4K 0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 35 $8K 0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 32 $7.9K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 32 $7.9K <0.01% -20 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 31 $7.66K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 28 $7K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 28 $6.92K <0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 27 $6.7K <0.01% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 27 $6.67K <0.01% -185 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 27 $6.67K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 26 $6.42K <0.01% -89 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 26 $6.42K <0.01% new 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $6.42K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 26 $6.42K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $5.93K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 24 $5.93K <0.01% +5 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 23 $5.58K 0.2% +11 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 21 $5.25K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 20 $4.95K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $4.76K <0.01% +5 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 18 $4.45K <0.01% -16 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 18 $4.45K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 18 $4.45K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 18 $4.44K 0.01% -6,923 13F-HR Timeline MOTCO More: the full row for MOTCO 17 $4.2K <0.01% -8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 16 $3.95K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 16 $3.95K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16 $3.95K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 16 $3.88K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 15 $3.7K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $3.7K <0.01% -8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $3.46K <0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14 $3.46K <0.01% -11 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14 $3.46K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 14 $3.46K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 13 $3.21K <0.01% +10 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $3.21K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 13 $3.21K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $3.21K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13 $3.2K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 12 $3.05K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 12 $2.96K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $2.96K <0.01% -2 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 12 $2.96K <0.01% +1 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 11 $2.72K <0.01% -165 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 10 $2.47K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9 $2.22K <0.01% -47 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $2.22K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 9 $2.22K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 9 $2.22K <0.01% +5 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 11 $2K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 8 $1.98K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8 $1.98K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 8 $1.98K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $1.98K <0.01% -1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $1.48K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 6 $1.48K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $1.48K <0.01% -1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6 $1.48K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $1.24K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5 $1.24K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5 $1.23K <0.01% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4 $988 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4 $988 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $988 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4 $988 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $741 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $741 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $494 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $494 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $492 <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 0 $13 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.