Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 10,640 $80.9K 0.02% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 10,550 $80.2K 0.02% +250 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,493 $79.7K <0.01% +10,227 13F-HR Timeline Quarry LP More: the full row for Quarry LP 10,289 $78.2K 0.02% +8,115 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,185 $77.4K 0.02% -49,665 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,161 $77.2K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,114 $76.9K <0.01% -4,380 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,080 $76.6K <0.01% new 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,000 $76K <0.01% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 10,000 $76K 0.02% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 9,500 $72.2K 0.05% -5,000 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,500 $72.2K 0.06% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9,159 $69.6K 0.05% +2,806 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9,013 $69K 0.04% +8,249 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,859 $67.3K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,748 $62.9K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,072 $61K <0.01% +3,738 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,881 $59.9K <0.01% -22 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,239 $55K <0.01% -3,978 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,595 $50.1K <0.01% -2,020 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,200 $47.1K 0.01% +5,656 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,000 $45.6K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,300 $40.3K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,250 $39.9K 0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,000 $38K 0.02% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 5,000 $38K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,925 $37.4K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,726 $35.9K <0.01% +326 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,604 $35K <0.01% +2,979 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,070 $30.9K 0.01% +2,310 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,911 $29.7K <0.01% -516,805 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $29.4K <0.01% -444 13F-HR Timeline Amount filed as zero, left out of ratios. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,802 $28.9K <0.01% -4,071 13F-HR/A Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,658 $27.8K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,600 $27.4K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,550 $27K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,181 $24.2K <0.01% +181 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,178 $24.2K 0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,210 $24K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,044 $23.1K <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,000 $22.8K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,000 $22.8K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,300 $21.6K <0.01% -16,900 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,715 $20.6K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,640 $20.1K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,512 $19.1K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,561 $19K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,500 $19K <0.01% +2,100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,388 $18.1K <0.01% +2,121 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,023 $15.4K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,000 $15.2K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,990 $15.1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,900 $14.4K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,800 $13.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,798 $13.7K <0.01% -3,478 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,654 $12.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,648 $12.5K <0.01% +491 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,604 $12.2K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,600 $12.2K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,500 $11.4K <0.01% -2,000 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,445 $11K <0.01% -5,105 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,429 $10.9K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,217 $9.25K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,132 $8.6K <0.01% +132 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,027 $8.44K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,084 $8.24K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,037 $7.88K <0.01% -40 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,033 $7.85K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,000 $7.6K <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,000 $7.6K <0.01% new 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 1,000 $7.6K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,000 $7.6K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 985 $7.49K 0.01% -16,154 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 914 $6.95K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 910 $6.92K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 900 $6.84K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 754 $5.73K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 705 $5.36K <0.01% -152 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 652 $4.96K <0.01% +2 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 607 $4.61K <0.01% -93 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 600 $4.56K <0.01% 0 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 600 $4.56K <0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 590 $4.48K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 581 $4.42K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 575 $4.37K <0.01% +172 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 575 $4.37K <0.01% +300 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 538 $4.09K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 514 $3.91K <0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 500 $3.8K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 468 $3.56K <0.01% -38 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 463 $3.52K <0.01% 0 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 460 $3.5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 450 $3.42K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 425 $3.23K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 400 $3K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 385 $2.93K <0.01% +45 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 372 $2.83K <0.01% -1,931 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 358 $2.72K <0.01% +251 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 351 $2.67K <0.01% -295 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 340 $2.58K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 335 $2.55K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 245 $2.43K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 300 $2.28K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 292 $2.22K <0.01% +178 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 290 $2.2K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 285 $2.17K <0.01% -30 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 271 $2.06K <0.01% +220 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 307 $2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 265 $1.97K <0.01% -905 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 254 $1.93K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 218 $1.66K <0.01% -45 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $1.52K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 200 $1.52K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 200 $1.52K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $1.52K <0.01% -400 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $1.14K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 148 $1.12K <0.01% +97 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 150 $1.11K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 132 $1K <0.01% -550 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 191 $1K <0.01% -132 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 125 $950 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 104 $791 <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $760 <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 100 $760 <0.01% -10 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 100 $760 <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 100 $760 <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $760 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 88 $669 <0.01% +69 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $589 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 77 $585 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 72 $544 <0.01% +71 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 60 $456 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 45 $370 <0.01% -110 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 46 $350 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 45 $342 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 36 $274 <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 25 $190 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 24 $182 <0.01% -1,534 13F-HR/A Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 19 $145 <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 17 $129 <0.01% -68 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $76 <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $69 <0.01% -35 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $69 <0.01% -44 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8 $61 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $53 <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1 $8 <0.01% -231 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% -1,041 13F-HR Timeline Value filed as zero, left out of ratios. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1 $0 0% -1,074 13F-HR Timeline Group Value 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.