Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 386 $34.2K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 384 $34K 0.01% +2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 383 $33.9K 0.01% +46 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 373 $33K 0.03% +38 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 372 $32.9K 0.02% +3 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 366 $32.4K 0.01% +3 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 365 $32.3K 0.03% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 364 $32.2K 0.03% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 356 $31.5K <0.01% +113 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 354 $31K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 334 $30K <0.01% +15 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 338 $29.9K 0.02% -200 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 334 $29.6K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 329 $29.1K <0.01% -541 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 327 $28.9K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 326 $28.9K <0.01% -156 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 326 $28.8K 0.02% -7 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 323 $28.6K <0.01% +3 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 319 $28.3K 0.01% +277 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 317 $28K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 315 $27.9K <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 310 $27.4K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 307 $27.1K <0.01% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 306 $27K 0.01% +11 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 305 $27K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 300 $27K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $26.5K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 295 $26.1K 0.02% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 295 $26.1K <0.01% new 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 291 $25.8K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 289 $25.6K 0.01% +39 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 288 $25.4K 0.02% +3 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 272 $24.1K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 268 $23.7K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 265 $23.4K 0.07% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 260 $23K 0.01% -250 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 254 $22.5K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 250 $22.1K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 248 $21.9K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 245 $21.7K <0.01% -3,738 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 244 $21.6K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 242 $21.4K <0.01% +1 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 241 $21.3K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 227 $20.1K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 225 $19.9K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 223 $19.7K <0.01% -2,981 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 211 $18.7K 0.01% 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 205 $18.1K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 202 $17.9K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 201 $17.8K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 200 $17.7K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 199 $17.6K 0.06% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 189 $16.7K 0.02% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 187 $16.5K 0.01% -27 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 181 $16K <0.01% -218 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 181 $16K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 180 $15.9K 0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 175 $15.5K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 175 $15.5K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 173 $15.3K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 175 $15K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 170 $15K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 167 $14.8K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 165 $14.6K 0.01% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 162 $14.3K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 161 $14.2K 0.01% +2 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 150 $13.6K 0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $13.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 137 $12.1K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 136 $12K <0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 130 $11.5K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 129 $11.4K <0.01% +1 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 125 $11.1K <0.01% -95 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 125 $11.1K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 126 $11K <0.01% +1 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 165 $11K 1.07% -123,890 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 117 $10.4K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 115 $10.2K 0.01% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 116 $10K <0.01% +96 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 113 $10K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 111 $9.83K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 109 $9.64K <0.01% -5 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 104 $9.2K <0.01% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 101 $8.94K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 97 $8.67K <0.01% +40 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 97 $8.58K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 97 $8.58K 0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 95 $8.41K <0.01% +11 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 85 $7.52K <0.01% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 83 $7.34K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 82 $7.27K <0.01% -81 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 77 $6.85K <0.01% 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 75 $6.64K 0.01% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 73 $6.46K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 68 $6.02K <0.01% +8 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 63 $6K 0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 64 $5.75K <0.01% 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 61 $5.4K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 58 $5.13K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 58 $5.13K <0.01% -20 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 57 $5.04K <0.01% -137 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 57 $5K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 55 $4.91K <0.01% +1 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 50 $4.42K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $4.42K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 47 $4.16K <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 46 $4K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 44 $3.89K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 42 $3.75K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 39 $3.46K <0.01% -13 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 38 $3.39K <0.01% +2 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 36 $3.19K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 35 $3.1K <0.01% -479 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 35 $3.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 38 $3K <0.01% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 32 $2.83K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31 $2.74K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 228 $2.57K 0.05% -2,343 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 28 $2.48K <0.01% +1 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 28 $2.48K <0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 25 $2.21K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 24 $2.12K <0.01% -109 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $1.77K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 19 $1.67K <0.01% -1 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 18 $1.59K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $1.59K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 18 $1.56K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 16 $1.42K <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 15 $1.33K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 14 $1.24K <0.01% new 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 12 $1.06K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12 $1.06K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 11 $974 <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 11 $973 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 9 $797 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $708 <0.01% -36 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8 $708 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $620 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $531 <0.01% -1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $531 <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 6 $531 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5 $410 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4 $397 <0.01% -30 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3 $278 <0.01% -2,225 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1 $89 <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1 $88 <0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1 $64 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 0 $4 <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 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.