Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,092 $105K 0.03% +1,356 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,055 $103K 0.07% +23 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 2,035 $102K 0.07% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,028 $102K 0.02% -38 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,000 $101K 0.06% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,984 $100K 0.02% -13,826 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,974 $99.3K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,901 $96K 0.05% +241 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,881 $95.2K <0.01% +1,049 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,872 $94.1K <0.01% +927 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,867 $94K <0.01% +21 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,841 $92.6K 0.04% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,804 $90.7K 0.08% +944 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,787 $89.9K 0.08% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,674 $84.2K 0.04% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,650 $83K 0.01% -2,500 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,617 $81.3K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,580 $79.4K 0.01% +1,461 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,565 $78.7K 0.01% +507 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,459 $73.4K <0.01% +2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,410 $70.9K 0.01% -586 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,400 $70.4K <0.01% -1,253 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,397 $70K <0.01% +1,299 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,349 $67.8K 0.01% +10 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,342 $67.5K 0.04% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,337 $67.2K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,230 $61.9K 0.03% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,159 $58.3K 0.01% +493 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,119 $56K 0.01% +611 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/ 1,110 $55.8K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,100 $55.3K 0.02% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,081 $54.4K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,035 $52.1K 0.03% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,020 $51.3K 0.05% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,010 $50.8K 0.31% -360 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,000 $50.3K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,000 $50.3K 0.02% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 989 $50K 0.4% -183 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 994 $50K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 991 $49.8K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 900 $46K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 838 $42.1K 0.01% 0 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 788 $39.7K 0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 775 $39K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 702 $35.3K 0.02% +6 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 675 $33.9K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 640 $32.2K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 629 $31.6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 583 $29.3K 0.01% -323 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 575 $28.9K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 560 $28.2K <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 552 $27.8K 0.02% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 500 $25.1K 0.02% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 511 $25K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 493 $24.8K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 492 $24.8K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 490 $24.7K <0.01% +425 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 470 $23.6K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 453 $23K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 434 $21.8K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 425 $21.4K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 415 $20.9K 0.01% +5 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 393 $19.8K 0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 386 $19.4K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 374 $19K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 360 $18.1K <0.01% +38 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 318 $16K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 304 $15.3K 0.01% 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 294 $14.8K 0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 276 $13.9K 0.01% +275 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 269 $13.5K 0.01% +3 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 250 $12.6K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 240 $12.1K 0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 230 $11.6K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 227 $11.4K <0.01% +39 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 223 $11.2K 0.01% 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 561 $11.2K 0.21% -10,594 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 216 $10.9K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 184 $9.25K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $8.15K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 159 $8.01K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 156 $7.84K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $6.29K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 125 $6.29K 0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 114 $6K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 113 $5.68K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 108 $5.43K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 103 $5.2K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 103 $5.2K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 90 $4.56K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 80 $4.04K <0.01% +1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 75 $3.78K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 75 $3.77K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 73 $3.67K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 50 $2.52K <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 48 $2.41K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 45 $2.26K <0.01% -62 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 43 $2.16K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 41 $2.06K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 32 $1.61K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 31 $1.53K <0.01% -15 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 21 $1.06K <0.01% -13,179 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 16 $786 <0.01% -392 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 13 $629 <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $604 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 8 $403 <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8 $402 <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5 $251 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3 $151 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1 $50 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $50 <0.01% 0 13F-HR Timeline