Well Done, LLC More: the full row for Well Done, LLC 3,314 $296K 0.04% +331 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,301 $294K 0.07% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,291 $294K <0.01% 0 13F-HR Timeline Group Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 3,295 $294K 0.16% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,215 $287K 0.19% +822 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,181 $284K 0.02% +47 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,172 $283K 0.17% -675 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,166 $282K <0.01% -105 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,100 $277K 0.12% +308 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,067 $274K <0.01% +2,537 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,021 $269K 0.08% 0 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 2,971 $265K 0.18% +525 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,842 $264K 0.1% new 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 2,951 $263K 0.18% -2,100 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,907 $259K <0.01% -414 13F-HR Timeline Group SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,871 $256K 0.04% +38 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,869 $256K 0.02% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,856 $255K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,769 $247K 0.13% +356 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,676 $239K <0.01% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,676 $239K 0.08% -51 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,656 $237K 0.01% -64 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,544 $227K 0.01% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 2,498 $223K 0.06% +20 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,470 $220K 0.01% +26 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,455 $219K 0.05% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,446 $218K 0.03% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,431 $217K 0.02% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 2,419 $216K 0.07% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,383 $213K 0.05% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,366 $211K 0.02% +30 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 2,361 $211K 0.05% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,337 $208K 0.04% new 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 2,330 $208K 0.04% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,280 $203K 0.08% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2,257 $201K 0.17% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,248 $200K 0.03% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,245 $200K <0.01% +357 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,216 $198K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,074 $185K <0.01% -1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,062 $184K 0.11% -60 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,006 $179K 0.08% -95 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,000 $178K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,890 $168K 0.01% -98 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,808 $161K 0.01% +3 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,808 $161K 0.06% +1,597 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,761 $157K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,713 $153K 0.05% +1,485 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,697 $151K 0.12% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,693 $151K 0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,649 $147K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,613 $144K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,480 $132K 0.05% +3 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,434 $128K 0.09% +13 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,380 $123K <0.01% -153 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,363 $122K 0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,355 $121K 0.1% +822 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,287 $115K 0.07% -44 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,247 $111K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,130 $101K 0.03% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,035 $92.3K 0.08% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 862 $76.9K 0.02% +358 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 836 $74.6K 0.01% +11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 788 $70.3K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 721 $64.3K 0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 706 $63K 0.04% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 682 $60.8K <0.01% -60 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 648 $57.8K 0.02% -170 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 634 $56.6K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 589 $52.5K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 589 $52.5K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 566 $50.5K <0.01% +16 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 518 $46.2K 0.01% -199 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 497 $44.3K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 496 $44.2K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 485 $43.3K <0.01% +400 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 446 $41K 0.01% +412 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 439 $39.2K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 434 $38.7K 0.01% +417 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 422 $37.6K 0.01% new 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 371 $33.1K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 334 $30K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 326 $29.1K <0.01% -23 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 238 $21.2K 0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 234 $20.9K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 227 $20.2K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 224 $20K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 217 $19.4K <0.01% +160 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 216 $19.3K <0.01% +5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 200 $17.8K <0.01% +37 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 198 $17.7K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 194 $17.3K 0.07% 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 166 $14.8K <0.01% 0 13F-HR/A Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 164 $14.6K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 147 $13.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 140 $12.5K <0.01% -4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 115 $10.3K <0.01% +6 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 109 $9.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 102 $9.09K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 85 $7.58K <0.01% +29 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 81 $7.56K 0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 87 $7.38K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 80 $7.14K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 64 $5.66K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 60 $5.35K <0.01% -130 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 59 $5.27K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 54 $4.81K <0.01% new 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 54 $4.8K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 53 $4.71K <0.01% -241 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 46 $4.1K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 46 $4.1K <0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 40 $3.57K <0.01% -33,097 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 35 $3.11K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $2.59K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 27 $2.44K <0.01% new 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/ 25 $2.24K <0.01% new 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 23 $2.05K <0.01% 0 13F-HR/A Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 10 $930 <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10 $915 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $902 <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.