A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,611 $293K 0.2% -10,000 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,592 $292K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,587 $291K <0.01% -12,035 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,557 $290K 0.02% -200 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,540 $289K 0.01% +2,208 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,497 $287K 0.09% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,483 $286K 0.11% +55 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,306 $285K 0.01% -1,741 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,398 $282K 0.02% +121 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,221 $281K 0.01% +635 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,334 $278K 0.04% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,260 $274K 0.01% -1,830 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,212 $272K 0.01% new 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,181 $270K 0.01% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,129 $269K 0.05% 0 13F-HR/A Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 5,153 $269K 0.08% -71 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 5,147 $268K 0.06% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,068 $264K <0.01% +54 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,056 $264K 0.03% -42 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 5,045 $263K 0.16% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,028 $262K 0.04% -10,943 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 4,838 $252K 0.12% +3,263 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,827 $252K 0.11% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,720 $246K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,650 $242K 0.01% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,613 $241K 0.02% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,584 $239K 0.01% -92 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,004 $236K <0.01% -2,819 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,530 $236K 0.01% -704 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,514 $235K 0.02% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,461 $233K 0.01% new 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 4,450 $232K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,438 $231K <0.01% -24 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,428 $231K 0.09% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 4,424 $231K 0.01% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 4,375 $228K 0.06% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,189 $218K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,069 $212K 0.01% -3,093 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,988 $208K 0.08% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,897 $203K 0.03% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,858 $201K 0.04% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,556 $185K 0.01% -449 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,500 $183K 0.03% +2,000 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,301 $172K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,272 $171K <0.01% +513 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,264 $170K 0.01% +222 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,233 $168K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,206 $167K 0.04% +4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,122 $163K 0.09% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 3,084 $161K 0.18% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,001 $157K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,993 $156K 0.02% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,649 $138K <0.01% +407 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,605 $136K 0.03% +2,567 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,597 $135K <0.01% +48 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,568 $134K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,560 $133K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,462 $128K <0.01% -326 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Markowski Investments More: the full row for Markowski Investments 2,430 $127K 0.03% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,371 $124K <0.01% +23 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,762 $91.9K 0.03% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,750 $91.3K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,704 $88.9K <0.01% -520 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,583 $82.6K 0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,560 $81.4K <0.01% +21 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,494 $77.9K <0.01% -258 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,467 $76.5K 0.04% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,408 $73.8K <0.01% -10,167 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,409 $73.5K 0.03% +121 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,295 $67.5K <0.01% -352 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,247 $65K 0.01% +6 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,054 $55K 0.04% -86 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,049 $54.7K 0.01% -907 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 989 $51.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 952 $49.6K <0.01% +20 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. 939 $49K 0.01% +17 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 924 $48.2K 0.01% +5 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 916 $47.8K <0.01% -9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 903 $47.1K <0.01% -18 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 832 $43.4K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 826 $43.1K <0.01% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 790 $41.2K -86,734 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 722 $37.7K <0.01% -310 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 686 $35.8K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 658 $34.5K 0.01% -1,850 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 614 $32K <0.01% -1 13F-HR Timeline AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 600 $31.3K <0.01% +100 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 573 $30K <0.01% +378 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 563 $29.4K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 545 $28.3K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 521 $27.2K <0.01% -1,107 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 518 $27K <0.01% +3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 509 $26.5K <0.01% +469 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 500 $26.1K <0.01% new 13F-HR Timeline Outlook Capital Management, LLC More: the full row for Outlook Capital Management, LLC 487 $25.4K 0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 481 $25.1K <0.01% 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 463 $24.1K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 448 $23.4K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 432 $22.5K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 397 $20.7K <0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 392 $20.4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 384 $20K <0.01% -22 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 376 $19.6K <0.01% +15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 343 $17.9K <0.01% +291 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 321 $16.8K <0.01% +71 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 310 $16.2K <0.01% 0 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 258 $13.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 206 $11.1K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 192 $10K <0.01% -70 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 181 $9K 0.01% +1 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 153 $7.98K <0.01% new 13F-HR Timeline Group Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 153 $7.98K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 146 $7.61K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 145 $7.56K <0.01% +10 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 139 $7.25K <0.01% -25 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 135 $7.04K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 128 $7K <0.01% -70 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 126 $6.92K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 132 $6.88K <0.01% -18 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 116 $6.05K <0.01% +54 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 100 $5.21K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 79 $4.12K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 78 $4.07K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 62 $3.23K <0.01% -429 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 59 $3.08K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 55 $2.87K <0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 52 $2.7K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 41 $2.14K <0.01% -1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 38 $1.98K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 36 $1.88K <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 34 $1.77K <0.01% -40 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 31 $1.62K <0.01% +6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 29 $1.51K <0.01% -36 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $1.25K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 22 $1.15K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $1.04K <0.01% -10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $1.03K <0.01% -3 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 18 $939 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $887 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 15 $782 <0.01% +5 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $730 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 12 $629 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11 $574 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 11 $574 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9 $469 <0.01% -68 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $429 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $418 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 8 $417 <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6 $313 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $209 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $209 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $157 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $52 <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1 $52 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $36 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 0 $3 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.