Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 121 $38K 0.01% -4 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 120 $37.6K 0.01% 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 116 $36.4K 0.01% 0 13F-HR Timeline Group Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 116 $36.3K 3.31% -1,400 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 115 $36K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 114 $35.7K 0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 113 $35.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 112 $35.1K <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 110 $34.7K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 110 $34.4K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 109 $34.1K 0.02% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 107 $33.7K 0.01% +7 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 102 $31.9K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 102 $31.9K <0.01% +2 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 101 $31.6K 0.01% +1 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 101 $31.6K 0.02% +1 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 100 $31.4K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 100 $31.3K 0.03% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $31.3K 0.01% -5 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $31.3K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $31.3K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $31.3K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $31.3K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $31.3K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 100 $31.3K 0.01% -6 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 100 $31.3K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 100 $31.3K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $31.3K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for Bernard Wealth Management Corp. 100 $31.3K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 99 $31K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 100 $31K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 98 $30.7K 0.01% +13 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 92 $28.8K 0.02% -27 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 90 $28.1K <0.01% +4 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 89 $27.9K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 88 $27.6K <0.01% +85 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 85 $26.6K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 85 $26.6K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 84 $26.4K 0.01% -256 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 78 $24.4K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 77 $24.1K 0.02% -21 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 75 $23.5K <0.01% 0 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 100 $20.5K 0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 64 $20K <0.01% -546 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 100 $20K 0.02% -3,706 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 62 $19.4K 0.01% +12 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 61 $19.1K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 60 $18.8K 0.01% +25 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 54 $17K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 53 $16.6K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 53 $16.6K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 50 $15.7K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 49 $15.5K 0.01% -16 13F-HR Timeline CNB Bank More: the full row for CNB Bank 47 $14.7K 0.01% +42 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 45 $14.1K <0.01% -25 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 43 $13.5K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 41 $13K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40 $12.5K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 39 $12.2K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 38 $11.9K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 37 $11.6K <0.01% +14 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 35 $11K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 35 $11K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for SJS Investment Consulting Inc. 20 $6.26K <0.01% -13 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 20 $6.26K <0.01% -3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 19 $5.99K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 18 $5.64K <0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 16 $5.01K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15 $4.7K <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $4.38K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $4.07K <0.01% -1 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 13 $4.07K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12 $3.9K <0.01% -18 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 12 $3.76K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $3.76K <0.01% +7 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 12 $3.71K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11 $3.44K <0.01% +2 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11 $3.44K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 11 $3.44K <0.01% +2 13F-HR Timeline Parkworth Wealth Management, Inc. 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More: the full row for Garde Capital, Inc. 10 $3.13K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $3.13K <0.01% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 10 $3.13K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 10 $3.13K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 12 $3K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 9 $2.94K <0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9 $2.82K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7 $2.19K <0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 6 $1.89K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5 $1.59K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5 $1.57K <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 5 $1.57K <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $1.57K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $1.57K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $1.57K 0.08% -2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5 $1.57K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $1.57K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $1.25K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2 $1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $943 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3 $939 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3 $939 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $627 <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2 $626 <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $510 <0.01% -8,749 13F-HR/A Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1 $316 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.