EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 100 $8.5K <0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 100 $8.5K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 100 $8.5K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 98 $8.33K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 95 $8.26K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 97 $8.24K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 97 $8.24K <0.01% +2 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 102 $8K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 95 $8K 0.01% -406 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 92 $7.79K <0.01% -2 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 90 $7.65K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 89 $7.56K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 87 $7.4K <0.01% +10 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 87 $7.39K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 85 $7.22K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 83 $7.05K <0.01% +9 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 82 $6.97K <0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 82 $6.97K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 80 $6.8K <0.01% +9 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 78 $6.63K <0.01% -183 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 77 $6.54K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 77 $6.54K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 71 $6.03K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 70 $5.95K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 70 $5.95K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 70 $5.95K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 70 $5.95K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 65 $5.53K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 65 $5.52K <0.01% +55 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 60 $5.1K 0.01% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 57 $4.84K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 55 $4.67K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 52 $4.42K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 50 $4.25K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 50 $4.25K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $4.25K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50 $4.25K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 49 $4.17K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 49 $4.17K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 48 $4.08K <0.01% +23 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 47 $4K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 46 $3.91K 0.01% -28 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 43 $3.65K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 43 $3.65K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 42 $3.57K <0.01% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 41 $3.48K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 40 $3.4K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 38 $3.23K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 38 $3.23K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 38 $3.23K <0.01% -47 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 36 $3.06K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 36 $3.06K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 35 $2.98K <0.01% +1 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 33 $2.81K <0.01% +30 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 33 $2.81K <0.01% -33 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $2.72K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 31 $2.63K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 30 $2.55K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $2.55K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 30 $2.55K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 28 $2.38K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 26 $2.21K <0.01% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 25 $2.12K <0.01% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 25 $2.12K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 24 $2.04K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 19 $2K <0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 20 $1.7K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18 $1.53K <0.01% +13 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 17 $1.45K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 17 $1.45K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 17 $1.45K <0.01% 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 16 $1.36K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 15 $1.27K <0.01% 0 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 15 $1.27K <0.01% +1 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 15 $1.27K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.27K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 15 $1.27K <0.01% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 15 $1.27K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 14 $1.19K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $1.02K <0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 12 $1.02K <0.01% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 11 $1K <0.01% new 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6 $1K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $935 0.04% +7 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $895 <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 10 $878 <0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10 $850 <0.01% -100 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $850 <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 10 $850 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $850 <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 8 $680 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $680 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $680 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $616 <0.01% -421 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7 $613 <0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7 $595 <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7 $595 <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6 $510 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $510 <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6 $510 <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5 $425 <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 5 $425 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $425 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $340 <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4 $340 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 4 $340 <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4 $340 <0.01% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 4 $340 <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $170 <0.01% 0 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $87 <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 100 $85 <0.01% 0 13F-HR/A Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1 $85 <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1 $85 <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1 $85 <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 1 $85 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $42 <0.01% -64 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 100 $21 new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.