GK Wealth Management LLC More: the full row for GK Wealth Management LLC 7,152 $340K 0.25% -110 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,085 $337K 0.04% +8 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,072 $336K <0.01% +4,480 13F-HR Timeline Group SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 6,966 $331K 0.02% -30,091 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,927 $331K <0.01% -264 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,800 $323K 0.01% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 6,668 $317K 0.08% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,614 $315K 0.02% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 8,801 $314K 0.25% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,587 $313K 0.1% new 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 6,587 $313K 0.18% 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,578 $313K 0.13% -677 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 6,558 $312K 0.07% -2,851 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,530 $311K 0.01% +238 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,484 $308K 0.12% new 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,005 $308K 0.17% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,411 $305K 0.11% +791 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,401 $304K <0.01% +25 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,105 $290K 0.04% -625 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,056 $288K 0.1% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,843 $278K 0.05% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,795 $276K <0.01% +2,160 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,761 $274K 0.02% +824 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 5,665 $269K 0.16% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,632 $268K 0.01% -424 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 5,627 $268K 0.16% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,615 $267K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,602 $266K <0.01% +148 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,490 $261K <0.01% 0 13F-HR Timeline Group ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 5,457 $260K 0.18% -2,303 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,411 $257K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,409 $257K 0.02% -1,561 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,325 $253K <0.01% -684 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,317 $253K 0.02% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,262 $250K 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,237 $249K <0.01% -368 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,214 $248K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,186 $247K 0.01% +576 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,162 $246K 0.19% -9,851 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,916 $234K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,872 $232K <0.01% +4,147 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,869 $232K <0.01% +69 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,860 $231K 0.04% -422 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,764 $227K 0.07% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,737 $225K <0.01% +1,370 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,710 $224K 0.02% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,658 $222K <0.01% +92 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,613 $219K <0.01% -745 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,533 $216K 0.08% +783 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,368 $208K <0.01% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,551 $169K <0.01% +3,550 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,665 $127K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,613 $124K 0.04% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,503 $119K 0.07% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,375 $113K 0.01% +2,175 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,355 $112K <0.01% +2,278 13F-HR/A Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,320 $110K 0.01% +5 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,314 $110K 0.03% +637 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2,126 $101K 1.88% +6 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,035 $96.8K 0.05% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,950 $92.7K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,917 $91.2K 0.02% +2 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,753 $83.4K <0.01% 0 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 30,324 $74.1K 0.06% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,529 $72.7K <0.01% +404 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,405 $66.8K 0.03% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,358 $64.6K 0.02% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,073 $51K 0.01% +28 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $47.6K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $47.6K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 888 $42.2K <0.01% +643 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 874 $41.6K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 834 $39.7K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 789 $37.5K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 781 $37.1K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 747 $35.5K 0.02% -34 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 725 $34.5K 0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 700 $33.3K 0.02% +360 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 672 $32K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 613 $29.2K 0.02% -106 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 548 $26.1K <0.01% -70 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 505 $24K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 500 $23.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 470 $22.4K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 466 $22.2K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 446 $21.2K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 439 $20.9K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 426 $20.3K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 332 $15.8K 0.01% -19 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 301 $14.3K <0.01% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 292 $13.9K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 284 $13.5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 282 $13.5K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 272 $12.9K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 240 $11.4K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 247 $11K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 202 $10K <0.01% +2 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 171 $8.13K <0.01% 0 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 146 $6.94K <0.01% -6,900 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 136 $6.47K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 130 $6.18K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 113 $5.37K <0.01% +13 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 91 $4.33K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 80 $3.81K <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 75 $3.57K <0.01% -165 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 50 $2.38K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 48 $2K <0.01% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 40 $1.9K <0.01% +8 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 25 $1.19K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 30 $1K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 20 $1K <0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 20 $952 <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 48 $951 <0.01% -14 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 16 $761 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3 $143 <0.01% -1 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1 $48 <0.01% 13F-HR/A Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.