HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 280 $43.9K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 260 $40.8K 0.01% -5 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 256 $40.2K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 256 $40.2K 0.01% -156 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 242 $38K 0.01% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 242 $38K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 240 $37.7K <0.01% +9 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 233 $36.6K 0.01% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 230 $36.1K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 220 $34.5K <0.01% -39 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 210 $33K 0.01% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 202 $31.7K 0.01% +1 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 202 $31.7K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $31.4K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 200 $31.4K 0.01% -231 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 195 $30.6K <0.01% -59 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 190 $29.7K <0.01% -18 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 189 $29.7K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 189 $29.6K 0.01% +1 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 183 $28.3K 0.01% +1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 175 $27.5K <0.01% 0 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 166 $26.1K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 160 $25.1K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 155 $24.3K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 155 $24.3K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 154 $24.2K <0.01% new 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 151 $24K <0.01% +140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 139 $21.7K 0.02% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 135 $21.2K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 135 $21.1K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 133 $20.9K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 132 $20.7K 0.32% +50 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 132 $20.7K <0.01% -160 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 132 $20.7K <0.01% -43 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 129 $20.2K 0.01% -80 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 125 $19.6K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 123 $19.3K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 135 $18.7K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 114 $17.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 113 $17.8K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 113 $17.8K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 110 $17.3K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 108 $17K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $16.9K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 107 $16.7K 0.01% +1 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 106 $16.6K 0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 103 $16.1K <0.01% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $15.7K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 98 $15.4K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 95 $14.9K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 95 $14.9K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 90 $14.1K <0.01% -390 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 89 $14K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 81 $12.7K <0.01% new 13F-HR Timeline Group PayPay Securities Corp More: the full row for PayPay Securities Corp 78 $12.2K 0.3% -13 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 76 $11.9K <0.01% -76 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 70 $11K <0.01% +50 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 69 $10.8K <0.01% -49 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 67 $10.5K <0.01% +5 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 55 $8.63K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $8.17K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 51 $8K <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 44 $6.93K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 36 $5.65K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 35 $5.49K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 35 $5.49K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 34 $5.34K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 34 $5.34K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $5.18K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 32 $5.02K <0.01% new 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 31 $4.87K <0.01% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 30 $4.71K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 30 $4.67K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 26 $4.08K <0.01% -2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 26 $4.03K <0.01% +3 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 24 $3.77K <0.01% +5 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 21 $3.3K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 16 $3K <0.01% 0 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $2.83K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 17 $2.81K <0.01% -1 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 17 $2.67K <0.01% -17 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 17 $2.63K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 17 $2.63K <0.01% 0 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 15 $2.34K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $2.23K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13 $2.04K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $2.04K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 10 $1.57K <0.01% new 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 8 $1.26K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $1.15K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 7 $1.13K <0.01% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 7 $1.1K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5 $785 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3 $489 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $471 <0.01% -4 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1 $157 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1 $156 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $14 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HM PAYSON & CO More: the full row for HM PAYSON & CO 0 $1 <0.01% -37 13F-HR Timeline Amount filed as zero, left out of ratios.