DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 780 $96K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 761 $93.6K <0.01% +103 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 746 $91.9K 0.01% -28 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 738 $90.8K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 716 $88.1K 0.05% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 715 $88K 0.01% +3 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 682 $83.9K 0.01% +1 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 681 $83.8K 0.05% 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 660 $81.2K 0.04% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 657 $80.8K <0.01% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 659 $80.6K 0.03% +2 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 609 $74.9K 0.04% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 586 $72.2K <0.01% +40 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 580 $71.4K <0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 548 $67.4K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 542 $66.7K 0.01% +83 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 535 $65.8K 0.01% +320 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 509 $65.2K 0.02% +5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 526 $65K 0.04% -414 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 528 $65K 0.01% +2 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 477 $58.7K <0.01% -666 13F-HR/A Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 473 $58.2K 0.02% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 446 $56.9K <0.01% +87 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 459 $56.5K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 437 $53.8K 0.02% +390 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 431 $53K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 428 $52.7K <0.01% +32 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 419 $51.6K <0.01% +155 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 410 $50.5K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 406 $50K <0.01% +46 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $49.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 394 $48.5K <0.01% +2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 383 $47.1K <0.01% +9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 382 $47K 0.01% +52 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 381 $46.9K 0.01% -59 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 374 $46K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 363 $44.6K 0.03% -11 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 346 $42.6K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 338 $41.6K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 336 $41.3K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 325 $40K 0.1% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 323 $39.7K 0.02% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 320 $39.4K 0.02% +1 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 312 $38.4K 0.01% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 312 $38.4K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 303 $37.3K 0.02% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 293 $37.3K <0.01% +18 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 300 $36.9K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $36.9K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 300 $36.9K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 300 $36.9K <0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $36.9K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 293 $36.1K <0.01% -6 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 278 $34.2K 0.01% +11 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 272 $33K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 258 $31.8K <0.01% +6 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 247 $30.4K <0.01% +89 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 247 $30.4K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 236 $29.1K <0.01% +84 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 230 $28.3K 0.02% 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 221 $27K <0.01% -4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 192 $25.8K <0.01% +136 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 187 $23K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 186 $22.9K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 183 $22K 0.01% +40 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 175 $21.5K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 165 $20.3K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 157 $19.3K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 156 $19.2K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 155 $19.1K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 155 $19.1K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $18.5K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 144 $17.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 128 $15.8K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 121 $14.9K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 111 $13.7K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 107 $13.2K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 103 $12.7K <0.01% -7 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 102 $12.6K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 101 $12.4K 0.01% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 100 $12.3K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $12.3K <0.01% -100 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 100 $12.3K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 100 $12.3K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 100 $12.3K 0.01% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 95 $11.7K <0.01% +92 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 93 $11.4K <0.01% +25 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 86 $10.6K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 77 $9.48K <0.01% -14 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 77 $9.48K <0.01% +2 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 74 $9.11K 0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 69 $8.52K <0.01% -26 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 69 $8.49K <0.01% +7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 67 $8.25K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 62 $7.63K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 60 $7.38K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 60 $7.38K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 60 $7.38K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 56 $6.94K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 56 $6.89K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 54 $6.65K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 54 $6.64K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 52 $6.4K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 49 $6.03K <0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 45 $5.54K <0.01% -2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 45 $5.54K <0.01% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 45 $5.54K <0.01% -39 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44 $5.42K <0.01% -8 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 41 $5.04K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 40 $5.01K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 34 $4.18K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 31 $3.81K <0.01% +29 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 31 $3.81K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 30 $3.69K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $3.69K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 28 $3.45K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $3.08K <0.01% -5 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 21 $3K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 24 $2.92K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $2.83K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 23 $2.83K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 22 $2.66K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 20 $2.46K <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 19 $2.33K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 20 $2.31K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 17 $2.09K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15 $1.85K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14 $1.72K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $1.72K <0.01% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 13 $1.6K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9 $1.11K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $1K <0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $864 <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $861 <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5 $616 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5 $615 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $492 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $492 <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3 $370 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $347 0.03% -2,821 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 2 $249 <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $246 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $246 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2 $246 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $124 <0.01% 13F-HR Timeline