Balboa Wealth Partners More: the full row for Balboa Wealth Partners 892 $251K 0.04% +51 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 883 $249K 0.01% +41 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 880 $248K 0.02% -146 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 881 $248K <0.01% -290 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 641 $245K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 860 $242K 0.01% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 846 $238K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 845 $238K 0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 832 $234K 0.04% +135 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 819 $230K 0.05% -4 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 816 $230K 0.02% -34 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 803 $226K 0.07% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 795 $224K 0.13% -110 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 793 $224K 0.02% +4 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 793 $223K <0.01% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 785 $221K 0.02% +23 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 772 $217K 0.04% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 768 $216K 0.15% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 767 $216K 0.01% -6,126 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) 761 $214K 0.01% +111 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 758 $214K 0.06% -361 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 758 $214K 0.24% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 754 $212K 0.05% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 754 $212K <0.01% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 751 $211K 0.04% 0 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 741 $209K 0.01% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 730 $206K 0.04% new 13F-HR/A Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 720 $203K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 715 $201K <0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 711 $200K 0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 700 $197K 0.01% new 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 700 $197K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 699 $197K <0.01% +254 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 699 $197K <0.01% +254 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 688 $194K +102 Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 660 $186K 0.36% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 656 $185K <0.01% +199 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 569 $160K <0.01% +43 13F-HR/A Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 567 $160K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 565 $159K 0.01% +480 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 500 $141K 0.02% +200 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 461 $130K <0.01% -176 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 460 $130K <0.01% -1,049 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 450 $127K 0.03% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 436 $123K 0.03% +306 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 417 $117K 0.01% +136 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 405 $114K 0.02% +403 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 401 $113K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 383 $108K <0.01% +246 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 374 $105K 0.01% +210 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 372 $105K 0.01% +291 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 368 $104K <0.01% -43 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 349 $98.3K 0.03% +86 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 314 $88.4K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 311 $87.6K <0.01% +116 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 297 $83.7K 0.01% +230 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 257 $72K 0.05% -381 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $70.4K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 246 $69K 0.02% -261 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 236 $66.5K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 246 $63.3K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 223 $62.8K 0.03% +28 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 215 $60.6K <0.01% +115 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 215 $60.6K 0.04% -5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 207 $58.3K <0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 206 $58.1K <0.01% +5 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 200 $56.3K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 196 $55K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 194 $54.6K 0.01% +55 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 181 $51.1K <0.01% +2 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 180 $50.7K 0.03% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 172 $48.4K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 163 $45.9K 0.01% -114 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 162 $45.6K 0.02% -11 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 158 $44.5K 0.01% +31 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 153 $43.6K <0.01% -734 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 152 $42.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 150 $42.3K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 145 $40.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 145 $40.8K <0.01% +20 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 86 $36.2K <0.01% -89 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 121 $34.1K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $29.5K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 102 $28.7K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $28.2K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 100 $28.2K 0.02% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 100 $28.2K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 98 $27.6K 0.17% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 93 $26K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 85 $23.9K <0.01% -91 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 82 $23.1K 0.02% +4 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 79 $22.2K <0.01% -103 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 78 $22K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 76 $21.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $18.9K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 66 $18.6K <0.01% +51 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 66 $18.6K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 65 $18.3K <0.01% -39 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 64 $18K 0.01% -2 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 61 $17.2K <0.01% -2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 60 $16.9K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 58 $16.3K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 57 $16.1K <0.01% -12 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 57 $16.1K 0.01% +37 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 57 $16.1K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 54 $15.2K <0.01% -689 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $14.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $14.1K <0.01% +7 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 273 $12.7K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 41 $11K <0.01% +16 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 40 $11K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $10.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34 $9.58K <0.01% +13 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 33 $9.29K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 31 $8.73K <0.01% +15 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 29 $8.17K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 28 $7.89K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 28 $7.89K <0.01% +24 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 25 $7.03K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $6.68K <0.01% -36 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 21 $5.92K 0.04% -133 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20 $5.63K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 20 $5.62K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 19 $5.23K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $5.07K <0.01% +7 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 17 $4.79K <0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 16 $4.51K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15 $4.33K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15 $4.22K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15 $4.22K -687 Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 14 $4.02K <0.01% 0 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 9 $3.43K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $3.38K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11 $3.1K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 11 $3.1K <0.01% +9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11 $3.1K <0.01% -12 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11 $3.1K <0.01% +10 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11 $3.1K <0.01% -2 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 11 $3.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $2.89K <0.01% -3 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.82K <0.01% -49,780 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 10 $2.82K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9 $2.54K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8 $2.25K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $2.25K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $2.25K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 9 $2.23K <0.01% +6 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7 $1.97K <0.01% -268 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 6 $1.69K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6 $1.69K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6 $1.69K <0.01% -652 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $1.41K <0.01% +4 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4 $1.12K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5 $1K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3 $845 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $845 <0.01% -7 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2 $564 <0.01% -30 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2 $563 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1 $282 <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $282 <0.01% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $282 <0.01% -99 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.