Addison Advisors LLC More: the full row for Addison Advisors LLC 451 $76.4K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 450 $76.2K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 445 $75.3K 0.04% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 444 $75.2K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 423 $74K 0.07% +8 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 434 $73.5K 0.04% -99 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 434 $73.4K 0.01% -1,957 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 433 $73.3K 0.04% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 428 $72.5K 0.06% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 424 $71.8K 0.05% -95 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 422 $71.4K 0.05% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 412 $69.8K <0.01% 0 13F-HR/A Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 395 $66.9K 0.05% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 390 $66K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 391 $66K 0.06% +103 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 378 $63K 0.02% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 363 $61.5K 0.03% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 362 $61.3K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 359 $60.7K 0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 357 $60.4K 0.02% +2 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 351 $59.5K 0.02% +10 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 350 $59.3K 0.03% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 343 $58.1K 0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 340 $57.6K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 333 $56.4K 0.01% +2 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 325 $55K 0.02% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 320 $54.1K 0.02% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 316 $53.5K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 315 $53.2K 0.01% new 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 309 $52.3K 0.03% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $50.8K 0.03% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 297 $50.2K 0.03% +2 13F-HR/A Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 294 $49.8K 0.04% -133 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 290 $49.1K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 290 $49.1K 0.02% -93 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 284 $48K <0.01% new 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 276 $46.7K 0.03% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 275 $46.6K 0.02% -27 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 273 $46.1K 0.03% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 269 $45.8K 0.01% +1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 268 $45.4K 0.02% -143 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 265 $44.9K 0.02% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 253 $44.7K 0.03% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 262 $44.4K 0.02% -84 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 260 $44K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 257 $43.5K 0.04% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 254 $43K 0.01% +6 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 247 $41.8K 0.03% -63 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 237 $40.1K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 232 $39.3K 0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 230 $38.9K 0.01% -38 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 225 $38.1K 0.01% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 223 $37.8K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 222 $37.6K 0.02% +2 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 219 $37.1K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 210 $35.6K 0.03% -382 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 208 $35.2K 0.06% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 207 $35K 0.02% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 204 $35K 0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 206 $34.9K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 205 $34.7K 0.03% 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 203 $34.4K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 202 $34.2K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 202 $34.2K 0.01% +80 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 202 $34K 0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 200 $34K 0.02% -5,809 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 190 $32.2K <0.01% -19 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 190 $32.2K 0.02% 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 187 $31.7K 0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 180 $31.4K <0.01% new 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 184 $31.2K 0.02% +9 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 180 $30.5K 0.03% +40 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 175 $30K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 175 $29.6K 0.02% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 166 $28.1K 0.01% -228 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 161 $27.3K <0.01% +94 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 161 $27.3K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 160 $27.1K 0.02% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 155 $26.2K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 148 $26.1K 0.02% -105 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 148 $26.1K 0.02% -105 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 151 $25.6K <0.01% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 151 $25.6K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 150 $25K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 147 $24.9K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 141 $23.8K 0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 140 $23.7K 0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 135 $22.9K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 115 $19.5K <0.01% -137 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 113 $19.1K <0.01% +41 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 112 $19K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 111 $18.8K <0.01% +40 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 108 $18.3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 105 $17.8K 0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 102 $17.3K 0.01% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $17K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 100 $16.9K 0.01% 0 13F-HR/A Timeline Field & Main Bank More: the full row for Field & Main Bank 98 $16.6K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 96 $16.2K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 89 $15K 0.01% -26 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 88 $14.9K 0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 88 $14.8K 0.01% -151 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 85 $14.3K <0.01% +1 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 83 $14.1K <0.01% 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 81 $13.8K 0.32% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 80 $13.5K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 80 $13.5K 0.01% -6 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 72 $12.2K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 72 $12.1K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 64 $10.8K 0.01% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 60 $10.2K 0.01% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 60 $10.2K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 59 $10K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 57 $9.65K <0.01% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 54 $9.14K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 52 $8.8K <0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $8.46K 0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 45 $7K 0.01% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 45 $7K <0.01% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 38 $6.43K <0.01% +18 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 36 $6.09K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 36 $6.09K <0.01% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 38 $6K <0.01% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 30 $5.08K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 29 $4.91K <0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 28 $4.74K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 22 $3.73K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 21 $3.56K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 20 $3.42K <0.01% 0 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) 20 $3.39K <0.01% -29,785 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 19 $3.22K 0.06% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $3.07K <0.01% -47 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 14 $2.43K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11 $1.87K <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11 $1.86K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10 $1.69K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 10 $1.69K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 9 $1.52K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $1.35K <0.01% -27 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $987 0.09% -5,941 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $890 <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 5 $847 <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 255 $432 0.02% 0 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2 $339 <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 0 $5 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 0 $1 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 2,020,472 $342B -47,876 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,016 $511M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.