LRI Investments, LLC More: the full row for LRI Investments, LLC 421 $22.9K <0.01% +108 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 420 $22.8K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 414 $22.5K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 400 $21.8K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 374 $21K <0.01% -53 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 369 $20.1K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 370 $20K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 357 $19.4K <0.01% +163 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 340 $18.5K <0.01% +58 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 337 $18.3K 0.01% -674 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 330 $17.9K 0.01% +110 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 302 $16.4K <0.01% -1 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 300 $16.3K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 267 $14.5K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 261 $14.2K <0.01% +128 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 237 $13.4K <0.01% -16 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 234 $12.7K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 225 $12.2K <0.01% -296 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 221 $12K <0.01% +121 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 217 $11.8K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 213 $11.6K 0.01% -38 13F-HR Timeline Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 206 $11.2K <0.01% +193 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 205 $11.1K <0.01% -819 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $10.9K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 200 $10.9K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 216 $10.7K <0.01% +5 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 192 $10.4K <0.01% -59 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 187 $10.2K <0.01% -78 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 182 $9.9K 0.01% +63 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 181 $9.84K <0.01% -1 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 179 $9.73K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 173 $9.41K <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 173 $9.41K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 169 $9.19K <0.01% +113 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 150 $8.16K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 148 $8.05K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 138 $8K <0.01% +60 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 144 $7.83K <0.01% +57 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 124 $6.74K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 119 $6.47K <0.01% -3 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 110 $5.98K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 109 $5.93K <0.01% +39 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 101 $5.85K <0.01% -3 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 107 $5.82K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 106 $5.76K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 106 $5.76K <0.01% -283 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 103 $5.6K <0.01% +13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 102 $5.55K <0.01% -9 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $5.44K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 99 $5K <0.01% -12,322 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 96 $5K <0.01% -74 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 90 $4.89K <0.01% -4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 82 $4.46K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 82 $4.46K <0.01% +20 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 82 $4.46K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 81 $4.41K <0.01% -283 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 80 $4.35K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 80 $4.35K <0.01% +1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 80 $4.35K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 77 $4.19K <0.01% -11 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 75 $4.08K <0.01% +25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 75 $4.08K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 75 $4K <0.01% -50 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 77 $3.91K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 71 $3.86K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 70 $3.81K <0.01% -669 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 70 $3.81K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 69 $3.75K <0.01% -141 13F-HR Timeline MOTCO More: the full row for MOTCO 69 $3.75K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 66 $3.59K <0.01% -3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 61 $3.32K <0.01% +19 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 60 $3.26K <0.01% +20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $3.26K <0.01% -33 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 55 $2.99K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 55 $2.99K <0.01% +11 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 54 $2.94K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $2.72K <0.01% -108 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 50 $2.72K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $2.45K <0.01% -109 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 44 $2.39K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 44 $2.39K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 42 $2.28K <0.01% +19 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 38 $2.07K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $2K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $1.9K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 34 $1.85K <0.01% -228 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 37 $1.84K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 31 $1.69K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 31 $1.69K <0.01% -43 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 53 $1.65K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 30 $1.63K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 30 $1.63K <0.01% -3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 30 $1.63K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 29 $1.6K <0.01% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 29 $1.58K <0.01% -60 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 28 $1.52K <0.01% -77 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 26 $1.41K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 25 $1.36K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25 $1.36K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 25 $1.36K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $1.36K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $1.3K <0.01% -2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 24 $1.3K <0.01% -43 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 24 $1.29K <0.01% 0 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 23 $1.25K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 23 $1.25K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22 $1.2K <0.01% +10 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 21 $1.14K <0.01% -1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 20 $1.09K <0.01% 0 13F-HR/A Timeline Robbins Farley More: the full row for Robbins Farley 20 $1.09K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 20 $1.09K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 19 $1.03K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $1K <0.01% -19 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $871 <0.01% -1 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 16 $870 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 16 $870 0.02% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $816 <0.01% -10 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 15 $816 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $816 <0.01% -5 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15 $815 -209 Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14 $769 <0.01% -11 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 14 $761 <0.01% +10 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14 $761 <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 14 $761 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 13 $707 <0.01% -4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13 $707 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 13 $707 <0.01% -18 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 11 $599 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 11 $598 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10 $544 <0.01% -8 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $544 <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10 $544 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10 $544 <0.01% -86 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 9 $490 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $489 <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 8 $435 <0.01% -52 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7 $381 <0.01% -2,080 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $381 <0.01% -5 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 7 $381 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 7 $381 <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7 $366 -51 Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $327 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $326 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $272 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5 $272 <0.01% -3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $272 <0.01% +4 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $272 <0.01% -1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5 $181 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $171 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3 $164 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $163 <0.01% -181 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3 $163 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3 $163 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $163 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $163 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2 $109 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $109 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $109 <0.01% -1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2 $109 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $109 <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1 $55 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $55 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1 $54 <0.01% -25 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $54 <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $46 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% -22 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.