Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,708 $249K 0.03% +521 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 2,698 $248K 0.2% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,683 $246K 0.13% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,673 $245K 0.08% +383 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,657 $244K 0.01% +554 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,635 $242K <0.01% +435 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,574 $236K 0.03% +40 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,578 $236K 0.05% -106 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,565 $235K <0.01% +458 13F-HR Timeline Group Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,552 $234K 0.08% -435 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,546 $234K 0.01% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,543 $233K 0.13% -16,233 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,528 $232K 0.06% -2,456 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,516 $231K 0.02% -419 13F-HR Timeline Group IFS Group,LLC More: the full row for IFS Group,LLC 2,523 $231K 0.2% 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,513 $231K 0.02% -5 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,489 $228K 0.05% +10 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,486 $228K -11,404 Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,485 $228K 0.11% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,471 $227K 0.02% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,459 $226K 0.07% +117 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,456 $225K 0.04% -94,275 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,451 $225K 0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,431 $223K 0.05% -54 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,411 $221K 0.01% -12,038 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,390 $219K 0.02% -1,610 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,386 $219K 0.02% -177 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,390 $219K 0.14% 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,381 $218K 0.1% -144 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,356 $216K 0.01% -102 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,359 $216K 0.06% -24,424 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 2,350 $216K 0.03% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,333 $214K 0.22% -12,186 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,316 $212K 0.1% -51 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,314 $212K 0.02% +585 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,300 $211K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,299 $211K 0.02% new 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2,275 $209K 0.18% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,250 $206K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,245 $206K 0.05% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 2,250 $206K 0.1% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,243 $206K 0.03% +24 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,235 $205K 0.06% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,225 $204K <0.01% +1,925 13F-HR/A Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,221 $204K 0.02% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,217 $203K 0.07% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,200 $202K 0.09% +15 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,200 $202K 0.23% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,134 $196K +2,001 Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,082 $191K 0.2% 0 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,029 $186K 0.01% -68 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,983 $182K 0.01% -918 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,831 $168K 0.01% -537 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,460 $134K 1.19% -161,295 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,387 $127K 0.09% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,378 $126K 0.04% -4,256 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,347 $124K 0.04% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,338 $123K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,306 $120K 0.01% -890 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,287 $118K 0.33% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,266 $116K 0.05% -12 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,265 $116K 0.01% -579 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,218 $112K 0.01% +393 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,112 $102K <0.01% -496 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,104 $101K 0.03% +4 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,064 $97.2K 0.06% +26 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,021 $93.7K 0.01% -1,678 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 976 $89K 0.03% +6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 967 $88K 0.01% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 854 $78.4K 0.02% -330,620 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 828 $76K <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 825 $75.7K 0.01% +259 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 820 $75.2K 0.01% +8 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 815 $75K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 814 $74.7K 0.15% -3,261 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 804 $74K 0.04% -165 13F-HR Timeline MOTCO More: the full row for MOTCO 771 $70.7K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 766 $70.3K 0.03% +284 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 745 $68.4K 0.02% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 651 $59.7K 0.04% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 622 $57.1K 0.02% -828 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 601 $55.2K 0.02% +6 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 597 $54.8K <0.01% +6 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 589 $54K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 559 $51.3K 0.02% -271 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 546 $50.1K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 538 $49.4K <0.01% +515 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 518 $47.5K 0.03% +314 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 506 $46.4K 0.01% -527 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 484 $44.4K 0.14% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 474 $43.5K 0.01% +10 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 436 $40K <0.01% -150 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 435 $39.9K <0.01% -238 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 412 $37.8K 0.04% -3,871 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 396 $36.3K <0.01% +126 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 340 $31.2K 0.01% 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 328 $30.1K <0.01% +12 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 310 $28.4K <0.01% +270 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 299 $27.4K 0.01% 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 294 $27K 0.02% +279 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 272 $25K <0.01% +119 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 271 $24.9K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 263 $24.1K 0.02% 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 Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 240 $22K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 220 $20.2K 0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 220 $20.2K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 218 $20K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 215 $19.7K 0.02% -98 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 206 $18.9K 0.01% +30 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 Truvestments Capital LLC More: the full row for Truvestments Capital LLC 199 $18.3K <0.01% new 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 197 $18.1K <0.01% 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 151 $13.9K 0.01% -1,244 13F-HR Timeline 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% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 135 $12.4K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 133 $12.2K <0.01% -1,400 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 124 $11.4K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 108 $9.91K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 107 $9.82K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 100 $9.18K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 99 $9.08K <0.01% -35 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 89 $8.2K <0.01% +1 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 88 $8.07K <0.01% +4 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 84 $7.71K <0.01% -218,186 13F-HR Timeline Group 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% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 74 $6.83K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 74 $6.81K <0.01% +24 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 70 $6K <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 64 $5.87K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 63 $5.76K <0.01% -45 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. Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 56 $5.14K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 49 $4K <0.01% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 43 $3.94K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 42 $3.84K <0.01% -53 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 UMB Bank, n.a. More: the full row for UMB Bank, n.a. 35 $3.21K <0.01% -131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 28 $2.57K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 23 $2.11K <0.01% new 13F-HR Timeline 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 Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 17 $1.56K <0.01% -38 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 14 $1.28K <0.01% -1,027 13F-HR Timeline Group City State Bank More: the full row for City State Bank 13 $1.19K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8 $734 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $547 <0.01% -4 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4 $389 <0.01% -11 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2 $184 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $116 <0.01% +1 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1 $106 <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 0 $3 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios.