Glassman Wealth Services More: the full row for Glassman Wealth Services 1,732 $127K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,513 $111K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,033 $75.8K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 990 $72.6K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 975 $71.5K <0.01% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 967 $70.9K 0.02% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 927 $68K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 839 $61.5K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 819 $60K <0.01% -348 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 766 $56.2K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 747 $54.8K <0.01% -1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 723 $53K <0.01% +696 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 639 $46.9K <0.01% 0 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 620 $45.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 583 $42.8K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 500 $36.7K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 450 $33K <0.01% -255 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 408 $29.9K 0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 395 $28.9K 0.03% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 336 $24.6K <0.01% -336 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 310 $22.7K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 303 $22.2K 0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 295 $21.6K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 286 $20.9K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 249 $18.3K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 176 $12.9K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 166 $12.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 160 $11.7K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 138 $10.1K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 135 $9.9K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 125 $9K <0.01% -127 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 122 $8.95K <0.01% -251 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 110 $8.05K <0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $7.33K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 94 $6.89K <0.01% -45 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 66 $4.81K <0.01% -210 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 62 $4.55K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 61 $4K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Networth Advisors, LLC More: the full row for Networth Advisors, LLC 45 $3.33K <0.01% -58,570 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 33 $2.43K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 30 $2.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30 $2.17K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 28 $2.09K <0.01% -30 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 28 $2.05K <0.01% -5 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 27 $1.98K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16 $1.17K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 10 $733 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $11 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.