Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 49,302 $962K 0.17% -361 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 48,634 $949K 0.06% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 48,379 $944K 0.42% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 47,555 $928K 0.56% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 47,156 $920K 0.51% +2,005 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 46,139 $901K 0.15% +14,637 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 45,973 $897K 0.62% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 44,869 $876K 0.02% -871 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 44,436 $867K <0.01% -22,378 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 43,999 $859K 0.07% -4,718 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 43,751 $854K 0.1% -4,357 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 43,653 $852K 0.28% -314 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 43,564 $850K 0.46% +719 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 43,189 $843K 0.02% +4,471 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,007 $839K 0.01% -2,735 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 42,770 $835K 0.03% +32,266 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 42,259 $825K 0.02% +7,516 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 42,030 $820K 0.05% +434 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 41,182 $804K <0.01% +181 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 40,302 $787K 0.01% +2,086 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 40,064 $782K 0.42% +3,328 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 39,539 $772K 0.08% -76 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 38,958 $760K +9,966 Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 38,947 $760K 0.15% +1,880 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 37,508 $732K 0.16% +21,468 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 37,253 $727K 0.03% -4,404 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 36,098 $705K 0.19% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 34,715 $678K 0.55% +1,351 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 34,693 $677K 0.48% +2,360 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 34,621 $676K 0.39% -300 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 33,956 $663K 0.05% -4,247 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,790 $660K 0.02% -68,634 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 33,783 $659K 0.04% +8,502 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 33,517 $654K 0.01% new 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 33,379 $652K 0.04% -2,500 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 33,166 $647K 0.2% +19,124 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 33,051 $645K 0.01% +214 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 32,823 $641K 0.22% -900 13F-HR/A Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 32,370 $632K 0.41% -12,012 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 32,000 $625K 0.24% -10,621 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 31,975 $624K 0.05% -788 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 31,970 $624K 0.21% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 31,717 $619K 0.23% +1,118 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 31,315 $611K 0.27% -350 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 31,177 $609K 0.16% -278,037 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 30,686 $599K 0.02% -1,171 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 29,883 $583K 0.09% -115,051 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 29,863 $583K 0.01% +3,741 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 29,206 $570K 0.11% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 28,942 $565K 0.06% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 28,884 $564K 0.09% +5,456 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 28,668 $560K 0.08% +1,038 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,223 $551K <0.01% -3,424 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 28,170 $550K 0.23% -2,426 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 28,121 $549K 0.05% -4,910 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 27,702 $541K 0.25% +11,220 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,204 $531K 0.04% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 27,188 $531K 0.5% -11,296 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 27,080 $529K 0.08% -485 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 26,508 $517K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 26,436 $516K 0.11% -1,440 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 25,725 $502K 0.89% -749 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 25,685 $501K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 25,648 $501K 0.04% +3,178 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 25,400 $496K <0.01% -10,375 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 25,174 $491K 0.04% +54 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 24,767 $483K 0.01% -786 13F-HR/A Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 24,653 $481K 0.13% +1,690 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,410 $476K <0.01% -6,709 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 24,343 $475K 0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 24,210 $473K 0.03% +8,499 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 23,999 $468K 0.34% +815 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 23,768 $464K <0.01% -16,680 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 23,533 $459K 0.17% +16 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 23,380 $456K <0.01% -5,066 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,354 $456K 0.18% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 22,922 $447K 0.15% +183 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,852 $446K 0.03% -534 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,592 $441K <0.01% +1,016 13F-HR/A Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 21,716 $424K 0.01% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,374 $417K 0.01% -552 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 20,300 $396K 0.03% +1,468 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 20,000 $390K 0.01% -50,746 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 19,436 $379K 0.09% +3,693 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 19,098 $373K 0.02% -378 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 18,600 $363K 0.14% +291 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 18,294 $357K 0.04% -2,744 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 18,018 $352K 0.07% -1,359 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,008 $352K 0.01% +11,197 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,919 $350K <0.01% -48 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 17,718 $346K 0.15% -854 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,488 $341K 0.01% -466 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 17,397 $340K 0.39% -712 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 17,247 $337K 0.22% -26 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 17,235 $336K 0.03% -1,150 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,066 $333K 0.01% -4,594 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 17,021 $332K 0.26% +177 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 16,963 $331K 0.27% +6,139 13F-HR/A Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 16,820 $328K 0.15% +27 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 16,187 $316K 0.06% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,143 $315K <0.01% +69 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,833 $309K 0.08% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 15,560 $304K 0.06% -5,265 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 15,385 $300K 0.1% -369 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 15,364 $300K 0.08% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 15,221 $297K 0.05% -1,483 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 15,174 $296K 0.14% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 15,100 $295K 0.04% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 14,953 $292K 0.2% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 14,872 $290K 0.07% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,788 $289K <0.01% -2,585 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,752 $288K <0.01% -4,873 13F-HR Timeline Group Retirement Solution LLC More: the full row for Retirement Solution LLC 14,612 $285K 0.07% +2,450 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,500 $283K 0.01% 0 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 14,394 $281K <0.01% +138 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 14,300 $279K 0.1% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 14,255 $278K <0.01% +1,291 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 13,600 $265K 0.12% +5,100 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,525 $264K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,416 $262K 0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,224 $258K 0.01% 0 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 13,152 $257K 0.13% -4,257 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,030 $254K 0.01% +485 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,982 $253K <0.01% -4,670 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,848 $251K <0.01% 0 13F-HR/A Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 12,700 $248K 0.13% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 12,570 $245K <0.01% 0 13F-HR/A Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 12,203 $238K 0.1% +11,087 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,155 $237K 0.01% +1,745 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 12,000 $234K 0.1% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 11,880 $232K 0.11% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,749 $229K 0.09% -11,893 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,450 $224K 0.02% -700 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 11,447 $223K <0.01% 0 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 11,385 $222K 0.19% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 10,801 $211K 0.08% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 10,602 $207K 0.04% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 10,541 $206K 0.12% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,546 $206K 0.01% -128 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,445 $204K 0.02% -137 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 10,408 $203K 0.14% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 10,292 $201K 0.06% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,256 $200K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,255 $200K <0.01% -1,028 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,214 $199K 0.08% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 10,146 $198K 0.04% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 10,130 $198K 0.06% -3,600 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,000 $195K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,926 $194K 0.05% -1 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,509 $186K <0.01% -93,941 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,369 $163K <0.01% -63 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,237 $161K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,862 $153K 0.01% -23,527 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,521 $127K 0.1% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,375 $124K +3,950 Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $107K 0.04% 0 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,444 $106K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,136 $80.7K <0.01% +43 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,892 $76K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,609 $70.4K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,219 $62.8K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,140 $41.8K <0.01% -2,093 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,980 $38.6K <0.01% new 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,800 $35.1K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,622 $31.7K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,617 $31.6K 0.01% -96 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,581 $30.9K <0.01% -3,343 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,538 $30K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,529 $29.9K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,489 $29.1K <0.01% +1,174 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,460 $28.5K <0.01% +960 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,436 $28K <0.01% +714 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,332 $26K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,237 $24.1K <0.01% -100 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,062 $21K <0.01% -35 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,055 $20.6K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,042 $20.3K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,039 $20.3K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,033 $20.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 911 $17K <0.01% +661 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 796 $15.5K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 503 $9.81K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 423 $8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 193 $3.77K <0.01% -450 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 170 $3.32K <0.01% -103 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 150 $2.93K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 52 $1.02K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27 $527 <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 17 $332 <0.01% -79 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $6 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 0 $5 <0.01% -94 13F-HR Timeline 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.