AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,839 $278K 0.01% -4,590 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 4,777 $274K 0.22% -30,901 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,733 $272K <0.01% 0 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,700 $270K 0.04% +300 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,677 $269K 0.04% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,675 $269K <0.01% +12 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,629 $266K 0.02% +93 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,605 $265K 0.01% -28 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,575 $263K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,565 $262K 0.08% -60 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,560 $262K 0.02% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,500 $259K 0.13% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 4,500 $259K 0.15% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,455 $256K 0.13% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,350 $250K <0.01% +240 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 4,342 $249K 0.07% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,336 $249K 0.12% -62 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,308 $247K <0.01% +192 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,297 $247K <0.01% +22 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,272 $245K 0.01% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,145 $238K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,143 $238K 0.02% +6 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,130 $237K 0.02% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,082 $237K <0.01% -115 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,099 $236K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4,087 $235K 0.39% 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,077 $234K <0.01% new 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 4,050 $233K 0.12% 0 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,237 $233K 0.01% -1,471 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,038 $232K 0.01% +86 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,031 $232K 0.07% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,026 $231K 0.08% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,015 $231K 0.01% +2 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,000 $230K 0.04% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,809 $219K 0.09% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,801 $218K 0.01% +597 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,783 $217K <0.01% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,654 $210K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,653 $210K <0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,619 $208K 0.01% -478 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,600 $207K 0.07% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,589 $206K 0.01% 0 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 3,582 $206K 0.16% 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,578 $206K 0.01% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,576 $205K 0.05% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,572 $205K 0.01% -394 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,557 $204K 0.02% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,552 $204K 0.01% -1,310 13F-HR/A Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,543 $204K 0.14% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,534 $203K 0.02% +4 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,499 $201K 0.01% new 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 3,500 $201K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,473 $200K 0.12% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,357 $193K 0.01% -444 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,293 $189K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,549 $189K 0.17% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,211 $184K 0.23% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,189 $183K 0.02% -3,270 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,027 $174K 0.05% -132 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,900 $166K <0.01% 0 13F-HR Timeline Group Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 2,851 $163K <0.01% -1,152 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 2,797 $161K 0.31% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,579 $148K <0.01% +245 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,559 $147K 0.09% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2,390 $137K 0.14% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,390 $137K 0.13% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,250 $129K 0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,250 $129K 0.05% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,175 $128K 0.01% +432 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,193 $126K <0.01% +19 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,024 $116K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,970 $113K 0.02% +369 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,957 $112K 0.01% +902 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,874 $110K <0.01% +17 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,882 $108K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,871 $107K 0.01% -1,437 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,804 $104K 0.03% +70 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,801 $103K <0.01% +712 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,685 $96.8K <0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 96,282 $96.3K 0.03% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,624 $93K 0.04% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,563 $89.8K <0.01% +203 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,557 $89K 0.08% -480 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,528 $87.8K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,400 $80.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,400 $80.4K 0.06% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 844 $77K <0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,221 $70.1K 0.01% -124 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,103 $67.7K <0.01% +318 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,169 $67.2K 0.02% -39 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,159 $66.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,086 $62.4K 0.01% -86 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,001 $61.3K 0.03% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,040 $57.5K <0.01% 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $57.5K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 969 $55.7K 0.02% +221 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 959 $55.1K <0.01% +71 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 956 $54.9K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 951 $54.6K 0.04% 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 929 $53.4K 0.01% +40 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 925 $53.1K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 895 $51.4K 0.02% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 865 $49.7K 0.01% 0 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 800 $46K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 800 $46K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 794 $45.6K <0.01% +25 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 788 $45.3K 0.02% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 752 $43.2K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 726 $41.6K <0.01% +451 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 690 $40K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 675 $38.8K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 656 $37.7K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 624 $35.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 614 $35.3K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 563 $32.3K <0.01% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 514 $29.6K 0.03% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 500 $28.7K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 498 $28.6K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 436 $25K 0.01% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 421 $24.2K 0.02% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 394 $22.6K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 391 $22.5K 0.02% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 337 $19.4K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 326 $18.7K 0.02% +38 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 325 $18.7K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 321 $18.4K 0.01% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 312 $17.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 309 $17.8K <0.01% -1,654 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 308 $17.7K <0.01% +185 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 307 $17.6K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 298 $17.1K <0.01% +38 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 296 $17K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 296 $17K <0.01% -48 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 284 $16.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 270 $15.5K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 264 $15.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $15K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 259 $14.9K <0.01% -41 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 237 $13.6K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 233 $13.4K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 232 $13.3K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 225 $12.9K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 217 $12.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 213 $12.2K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 206 $11.8K 0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 192 $11K <0.01% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 195 $11K <0.01% new 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 177 $10.2K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 168 $9.65K <0.01% 0 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) 166 $9.54K <0.01% -2,783 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 159 $9.13K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 151 $8.68K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 150 $8.62K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 142 $8.16K <0.01% +100 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 138 $7.93K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 135 $7.76K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 129 $7.41K <0.01% -15 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 128 $7.35K <0.01% -56 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 127 $7.3K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 129 $7K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 121 $7K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 127 $6.88K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 117 $6.72K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 117 $6.72K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 115 $6.61K 0.01% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 113 $6.49K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 107 $6.15K <0.01% +99 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 94 $5.65K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 89 $5.11K <0.01% +71 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 83 $4.77K <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 8,173 $4.7K 0.26% +15 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 79 $4.53K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 75 $4.31K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 75 $4.31K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 63 $3.62K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $3.5K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 59 $3.39K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 57 $3.27K <0.01% +53 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 55 $3.16K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 57 $3K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 51 $2.93K 0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 50 $2.87K <0.01% -50 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 48 $2.76K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 45 $2.58K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 45 $2.58K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 41 $2.36K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 34 $1.97K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 31 $1.78K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $1.61K <0.01% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 27 $1.55K <0.01% -7 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 25 $1.44K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $1.15K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $1.09K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19 $1.09K 0.1% -19,056 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 18 $1.03K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 22 $1K <0.01% +4 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 13 $747 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11 $632 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 10 $575 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5 $288 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.