HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,883 $265K <0.01% +492 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,879 $264K 0.08% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,859 $262K 0.13% +109 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,842 $261K 0.05% +224 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,801 $257K 0.08% -182 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,789 $256K 0.05% +439 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,775 $255K 0.05% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,736 $251K 0.09% new 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,731 $251K 0.03% -333 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,699 $248K 0.02% -739 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,684 $246K 0.06% +109 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,633 $241K <0.01% +2,020 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,616 $240K 0.17% -460 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,598 $238K 0.09% -1,899 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,563 $235K 0.03% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,557 $235K 0.25% -11,721 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,546 $234K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,534 $232K 0.03% -73 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,525 $232K 0.11% -102,105 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,518 $231K 0.02% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,485 $228K 0.06% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,479 $227K 0.06% +10 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,467 $226K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,458 $225K 0.01% -883 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 3,269 $225K 0.41% +300 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,433 $223K 0.01% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,431 $223K <0.01% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,430 $223K 0.03% -695 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,394 $220K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,368 $217K 0.02% +697 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,367 $217K 0.1% -37 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,359 $216K 0.04% -7,271 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,354 $216K 0.04% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,342 $215K 0.1% +83 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,309 $212K 0.17% -1,862 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 2,302 $211K 0.08% 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,290 $210K 0.07% -15 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,272 $208K 0.01% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,246 $206K 0.03% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 2,250 $206K 0.11% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,230 $205K 0.05% -200 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,221 $204K 0.02% -2,150 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,219 $204K 0.03% +22 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,200 $202K <0.01% 0 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,200 $202K 0.23% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,196 $201K 0.02% +335 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,187 $201K 0.03% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,185 $200K 0.1% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,107 $193K <0.01% -20,294 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,103 $193K 0.01% +20 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,097 $192K 0.01% -1,626,952 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,094 $192K 0.14% +927 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,082 $191K 0.24% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,844 $169K 0.01% -635 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,729 $159K 0.01% -720 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,704 $156K 0.03% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,617 $148K 0.06% -61,458 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,608 $147K <0.01% -2,380 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,533 $141K 0.01% +157 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,534 $140K 0.09% -2,987 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,476 $135K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,450 $133K 0.04% +15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,395 $128K 0.11% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,343 $123K 0.04% -800 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,338 $123K 0.02% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,287 $118K 0.36% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,278 $117K 0.06% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,100 $101K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,100 $101K 0.03% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,092 $100K 0.06% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,041 $95.9K <0.01% +20 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 1,038 $95.3K 0.06% +10 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,033 $94.8K 0.01% +979 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 970 $89K 0.03% +4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 969 $89K 0.05% +191 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 967 $88K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 920 $84.4K 0.02% -1,128 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 907 $83.2K 0.01% +366 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 830 $76.1K 0.03% -103 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 825 $75.7K 0.01% +94 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 812 $74.4K 0.01% +9 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 748 $68.6K 0.02% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 673 $61.7K <0.01% -523 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 651 $59.7K 0.05% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 650 $59.2K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 595 $54.6K 0.02% -242 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 591 $54.2K <0.01% +6 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 589 $54K 0.01% +30 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 586 $53.8K <0.01% +150 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 566 $51.9K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 546 $50.1K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 502 $46K <0.01% -1,841 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 500 $45.9K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 482 $44.2K 0.02% +324 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 474 $43.5K 0.04% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 464 $42.6K 0.01% 0 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 412 $37.8K 0.04% new 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 367 $34K 0.01% -233 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 340 $31.2K 0.02% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 335 $30.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 316 $29K <0.01% +182 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 313 $28.7K 0.03% +32 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 300 $27.5K <0.01% -14 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 300 $27.5K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 270 $24.8K <0.01% -55,107 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 263 $24.1K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 255 $23.4K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 252 $23.1K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 226 $20.7K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 220 $20.2K 0.01% -200 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 216 $19.8K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 204 $18.7K 0.01% -61,874 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 202 $18.5K 0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 176 $16.1K 0.01% -1,105 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 166 $15.2K <0.01% +131 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 153 $14K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 150 $13.8K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 152 $13K <0.01% -525 13F-HR/A Timeline DAGCO, INC. More: the full row for DAGCO, INC. 135 $12.4K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 134 $12.3K <0.01% -174 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 133 $12.2K -455 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 124 $11.4K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 108 $9.87K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 107 $9.81K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 95 $8.71K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 88 $8.11K <0.01% +10 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 84 $7.71K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 80 $7.34K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 76 $6.97K <0.01% -87 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 74 $6.76K 0.01% +1 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 73 $6.7K <0.01% -47 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 70 $6.42K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 69 $6.33K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 64 $5.87K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 61 $5.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 57 $5.27K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 55 $5.07K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 55 $5.04K <0.01% +38 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 52 $4.77K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 50 $4.62K <0.01% -67 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 43 $3.94K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 40 $3.67K <0.01% -51 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 39 $3.58K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 38 $3.49K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 35 $3.21K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 30 $2.75K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 28 $2.57K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 26 $2.38K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 23 $2.11K <0.01% -18 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 23 $2.11K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22 $2.02K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16 $1.47K <0.01% new 13F-HR/A Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 15 $1.41K <0.01% -811 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 15 $1.38K <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 13 $1.19K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $920 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $917 <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8 $734 <0.01% -10 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1 $105 <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1 $92 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $22 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.