SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 431 $55K 0.04% -206 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 412 $54.4K <0.01% -39 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 410 $54.2K 0.01% -222 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 409 $54K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 407 $53.8K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 404 $53.4K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 396 $52.3K 0.01% +370 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 356 $47K 0.01% +248 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 334 $44.1K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 330 $43.6K 0.03% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 320 $42.3K 0.01% -956 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 317 $41.9K 0.01% -73 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 280 $38.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 285 $37.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 271 $35.8K 0.01% +200 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 269 $35.5K 0.02% -15 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 263 $35.4K 0.01% +16 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 265 $35K 0.01% -9,866 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 259 $34.2K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 250 $33K 0.01% -160 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 244 $32.3K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 238 $31.4K 0.14% -1,280 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 232 $30.7K <0.01% +94 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 221 $29.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 212 $28K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 210 $27.7K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $27.7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 205 $27K <0.01% +20 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $26.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 190 $25.1K <0.01% -7 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 187 $24.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 177 $23.4K 0.01% +6 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 168 $22.2K 0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 166 $22K 0.01% +16 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 159 $21K <0.01% +29 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 154 $20.3K <0.01% 0 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 150 $19.8K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 146 $19K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 141 $18.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 140 $18.5K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 138 $18.2K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 137 $18.1K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 134 $17.6K 0.02% -1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 132 $17.5K 0.01% +3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 126 $16.6K <0.01% +4 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 125 $16.6K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 125 $16.5K <0.01% +5 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 121 $16.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 122 $16K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 120 $15.9K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 120 $15.9K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 113 $14.9K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 106 $14K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 105 $13.9K <0.01% +4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 101 $13.3K <0.01% +30 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 98 $12.9K 0.01% +14 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 95 $12.6K <0.01% +25 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 94 $12.4K <0.01% +64 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 89 $11.8K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 89 $11.8K 0.01% +78 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 80 $10.6K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 79 $10.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 64 $8.46K <0.01% +2 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 64 $8.46K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 64 $8.46K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 62 $8.2K <0.01% +27 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 62 $8.19K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 61 $8.06K <0.01% -12 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 60 $7.93K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $7.8K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 57 $7.53K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 55 $7.27K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 54 $7.13K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 53 $7.01K <0.01% +22 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 53 $7K <0.01% +40 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 52 $6.87K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 58 $6.75K 0.01% 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $6.62K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $6.61K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 49 $6.47K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 45 $5.95K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $5.82K <0.01% 0 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 44 $5.81K <0.01% new 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 43 $5.68K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 43 $5.68K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 43 $5.68K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 42 $5.55K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 38 $5K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 35 $4.62K <0.01% -67 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 35 $4.62K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 41 $4.61K <0.01% -14 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 32 $4.23K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 31 $4.1K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 31 $4.1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 30 $3.96K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30 $3.96K <0.01% -45 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 29 $3.83K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 28 $3.74K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 26 $3.44K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 22 $2.91K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 22 $2.91K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21 $2.77K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21 $2.77K <0.01% +5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20 $2.64K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $2.59K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 19 $2.51K <0.01% +12 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.25K <0.01% +6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17 $2.25K <0.01% -3 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16 $2.11K <0.01% +7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $2.09K <0.01% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 15 $1.98K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 14 $1.88K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14 $1.85K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $1.8K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 13 $1.72K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 12 $1.59K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12 $1.59K <0.01% +3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12 $1.59K <0.01% 0 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 11 $1.45K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.45K <0.01% +9 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 11 $1.45K <0.01% 0 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $1.32K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.32K <0.01% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9 $1.19K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 8 $1.06K <0.01% new 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $925 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 7 $925 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 82 $903 <0.01% -366 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6 $793 <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6 $793 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $793 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $793 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $661 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $661 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $661 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $661 <0.01% +1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $529 <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4 $529 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $529 <0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $529 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4 $529 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $529 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $269 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $265 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2 $265 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2 $264 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $264 <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $264 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $243 <0.01% -140 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 85 $112 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $72 <0.01% 0 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -6,937 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.