Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,261 $161K <0.01% -955 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,197 $153K 0.04% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,185 $151K 0.03% -5 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,175 $150K 0.03% -25 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,160 $148K <0.01% -65 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,152 $147K 0.01% +481 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,140 $146K 0.01% new 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,302 $143K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,054 $135K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,000 $128K 0.04% +637 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 976 $125K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 970 $124K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 963 $123K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 923 $118K 0.06% -90 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 909 $116K 0.02% -69 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 898 $115K 0.04% 13F-HR Timeline Trust Co More: the full row for Trust Co 844 $108K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 844 $108K 0.01% new 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 822 $105K 0.07% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 792 $101K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 791 $101K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 736 $94.1K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 728 $93K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 726 $92.8K 0.08% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 714 $91.3K 0.03% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 697 $89.1K 0.01% +416 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 691 $88.3K 0.01% +55 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 689 $88.1K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 682 $87.2K 0.07% +16 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 679 $86.7K 0.02% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 677 $86.5K <0.01% -140 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 667 $85.2K <0.01% +6 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/ 660 $84.3K <0.01% +88 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 657 $84K 0.02% -30 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 654 $83.6K 0.02% -523 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 653 $83.5K 0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 631 $80.7K 0.03% +128 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 612 $76.7K 0.05% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 594 $75.9K 0.01% -41 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 590 $75.3K <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 560 $71.6K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 555 $70.9K 0.02% -75 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 542 $69.3K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 511 $65.3K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $63.9K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 500 $63.9K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 475 $60.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $60.7K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 472 $60K 0.01% -799 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 460 $58.8K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 455 $58.2K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 443 $56.6K <0.01% new 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 441 $56.4K 0.01% -36 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 437 $55.9K 0.01% +1 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 435 $55.6K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 412 $52.7K 0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 380 $48.6K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 375 $47.9K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 372 $47.5K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 345 $44.1K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 328 $41.9K 0.03% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 318 $40.6K 0.02% 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 302 $38.6K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 300 $38.3K <0.01% +56 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 300 $38.3K 0.01% +200 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 300 $38.3K 0.09% +175 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 287 $36.7K <0.01% +100 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 283 $36.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 275 $35.1K <0.01% +18 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 271 $34.6K 0.01% -1,478 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 268 $34.3K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 259 $33.1K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 245 $31.3K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 233 $29.8K 0.01% new 13F-HR/A Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 230 $29.4K 0.01% -149 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 234 $29.4K <0.01% -14 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 217 $27.7K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 216 $27.7K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 213 $27.2K <0.01% -1,087 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 205 $26.2K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 202 $25.9K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 200 $25.6K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 189 $24.2K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 189 $24.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 187 $23.3K <0.01% -17 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 179 $22.9K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 181 $22.9K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 173 $22.1K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 162 $20.7K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 150 $19.2K <0.01% -150 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 128 $16.4K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 120 $15.3K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 118 $15.1K <0.01% -160 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 112 $14.3K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 111 $14.1K <0.01% +10 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 110 $14.1K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 104 $13.3K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 92 $11.8K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 91 $11.6K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 86 $11K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 84 $10.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 80 $10.2K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 78 $9.97K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 79 $9.83K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 70 $8.95K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 67 $8.56K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 66 $8.44K <0.01% -1,534 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 65 $8.33K <0.01% -61 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 65 $8.32K 0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 64 $8.18K <0.01% -65 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 63 $8.05K <0.01% +20 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 61 $7.8K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 55 $7.05K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 55 $7.03K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 58 $7K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 53 $6.77K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 52 $6.65K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 49 $6.26K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 45 $5.75K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 45 $5.75K 0.02% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 44 $5.62K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 44 $5.62K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 41 $5.26K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 41 $5.24K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 40 $5.11K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 40 $5.11K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 34 $4.35K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 31 $3.96K <0.01% -8 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 29 $3.71K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 26 $3.33K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22 $2.84K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 22 $2.78K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 21 $2.68K <0.01% +5 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 16 $2.04K <0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 15 $1.92K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 14 $1.8K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $1.28K <0.01% +9 13F-HR Timeline Group Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 10 $1.28K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7 $895 <0.01% 0 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3 $384 <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3 $383 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.