Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,050 $228K 0.11% -22 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,043 $226K 0.03% +4 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,041 $226K 0.87% -41 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,030 $226K 0.2% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,040 $226K 0.02% -26 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for PARAGON FINANCIAL PARTNERS, INC. 893 $203K 0.12% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 932 $202K 0.03% -58 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 931 $202K 0.19% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 930 $202K 0.03% new 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 930 $202K 0.02% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 928 $202K 0.06% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 926 $201K 0.02% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 923 $201K 0.03% new 13F-HR Timeline Miller Capital Partners, Inc. 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More: the full row for WELLINGTON-ALTUS USA INC. 780 $190K 0.11% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 870 $189K 0.01% -5 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 844 $183K 0.01% +747 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 844 $183K 0.28% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 828 $180K 0.09% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 828 $180K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 827 $180K 0.03% +28 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 822 $179K 0.07% +2 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 820 $178K 0.1% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 817 $177K 0.16% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 811 $176K 0.08% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 775 $168K 0.06% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 770 $167K 0.04% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 760 $165K 0.06% -300 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 756 $164K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 732 $159K 0.02% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 706 $153K 0.05% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 705 $153K 0.11% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 694 $151K 0.04% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 678 $147K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 649 $141K 0.01% -570 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 639 $139K 0.06% -599 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 639 $139K 0.03% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 635 $138K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 633 $138K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 615 $134K <0.01% -805 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 610 $133K <0.01% 0 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 600 $130K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 593 $129K 0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 591 $128K 0.01% -3,521 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 588 $128K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 588 $128K 0.01% +197 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 586 $127K 0.08% +24 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 582 $127K 0.07% +75 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 580 $126K 0.01% new 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 574 $125K 0.02% +3 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 565 $123K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 561 $122K 0.01% -35 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 537 $117K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 536 $116K 0.06% +206 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 530 $115K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 488 $113K 0.02% -4 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 520 $113K 0.08% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 509 $111K 0.03% +287 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 502 $109K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 500 $109K <0.01% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 500 $109K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 499 $108K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 496 $108K <0.01% +292 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 494 $107K 0.04% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 479 $104K 0.07% -195 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 466 $101K 0.02% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 460 $100K 0.03% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 451 $97.9K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 440 $95.5K 0.03% +1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 428 $93K 0.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 420 $91.2K 0.03% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 414 $90K 0.01% -90 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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