CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,400 $310K 0.04% -175 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,373 $309K 0.17% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,372 $309K 0.05% -848 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,355 $308K 0.17% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,345 $307K 0.21% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5,276 $303K 0.19% -76,234 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,260 $302K 0.05% -10,796 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,212 $300K <0.01% 0 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,205 $299K 0.03% -1,335 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,156 $297K 0.03% +475 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,174 $297K 0.2% -85 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,170 $297K <0.01% -3,841 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,125 $295K 0.02% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,075 $292K 0.06% +3 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,067 $291K 0.02% -141 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,065 $291K 0.05% +421 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,036 $289K <0.01% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,021 $289K 0.07% +159 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,997 $287K <0.01% +39 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,901 $286K 0.02% +936 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,969 $286K <0.01% -80 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,925 $283K 0.14% -397 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,885 $281K 0.2% +225 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,837 $280K 0.02% -167 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 4,839 $278K 0.04% -2,534,235 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,789 $275K <0.01% -67 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,767 $274K 0.2% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,752 $273K <0.01% -1,280 13F-HR Timeline Group CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,695 $270K 0.08% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,686 $269K 0.02% -1,420 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 4,630 $266K 0.06% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,623 $266K 0.04% +222 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,518 $260K 0.13% +741 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,500 $259K 0.03% new 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 4,500 $259K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,480 $257K 0.02% -1,068 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,457 $256K <0.01% -1,693 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,440 $255K 0.02% -7,878 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,435 $255K 0.04% -9,959 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,427 $254K 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,362 $251K <0.01% +10 13F-HR/A Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,350 $250K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,346 $250K 0.01% -4,492 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 4,330 $249K 1.14% -17 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,316 $248K 0.03% -2,785 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,275 $246K 0.08% +36 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,267 $245K <0.01% +1 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,261 $245K 0.08% -380 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,243 $244K 0.18% +69 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,082 $235K 0.15% -559 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,079 $234K 0.12% +25 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,050 $233K 0.17% +150 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,922 $225K 0.06% -26 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,861 $222K 0.1% -599 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,858 $222K 0.09% +21 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,788 $218K 0.06% +46 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,775 $217K 0.04% -1,100 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,775 $217K 0.05% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,764 $216K 0.02% -447 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,713 $213K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,686 $212K 0.01% +19 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,668 $211K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,651 $210K 0.02% +1,810 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,650 $210K 0.05% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,644 $209K 0.07% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,625 $208K 0.06% -2,533 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,601 $207K 0.06% -61 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,593 $206K 0.01% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,544 $204K 0.1% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,507 $201K 0.05% -169 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,498 $201K 0.01% +2,204 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,484 $200K 0.06% -150 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,471 $199K 0.07% -60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,455 $199K <0.01% +175 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,242 $187K <0.01% +52 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,250 $187K 0.06% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,192 $184K 0.14% +458 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,928 $168K <0.01% +36 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,891 $166K 0.01% +533 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,745 $158K 0.06% -100 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,676 $154K <0.01% new 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,600 $149K 0.07% +345 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,544 $146K 0.1% -587 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,405 $138K 0.06% -173 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,164 $125K 0.08% -2,069 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,125 $122K 0.01% -160 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,057 $121K 0.17% 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,968 $113K 0.04% +141 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,874 $108K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,761 $101K 0.01% +9 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,736 $99.8K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,719 $98.8K <0.01% -463 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,700 $97.7K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,685 $96.8K 0.01% +9 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,585 $91.1K 0.01% +207 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,568 $90.1K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,557 $89.5K 0.01% -14,543 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,551 $89.1K 0.01% +5 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,522 $87.5K 0.04% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,514 $87K 0.01% +202 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,514 $87K 0.02% 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,467 $83.5K <0.01% -118 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,430 $82.2K 0.01% -656 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,342 $77.1K <0.01% -1,035 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,313 $75.5K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,280 $73.6K 0.01% -129 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,185 $68.1K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,165 $67K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,100 $63.2K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,076 $61.8K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,040 $59.8K 0.02% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,023 $58.8K 0.04% -14,412 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 926 $53.2K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 889 $51.1K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 861 $49.5K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 714 $41K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 706 $40.5K 0.01% +179 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 679 $39K <0.01% new 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 650 $37.4K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 633 $36.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 615 $35.3K <0.01% -117 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 611 $35.1K <0.01% +25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 604 $34.7K <0.01% +202 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 585 $33.6K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 575 $33K 0.01% -25 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 535 $30.7K <0.01% +150 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 512 $29.4K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 506 $29.1K 0.03% -124 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 500 $28.7K 0.01% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 500 $28.7K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 500 $28.7K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 477 $27.4K 0.01% +2 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 463 $26.6K 0.01% +213 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 458 $26.3K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 427 $24.8K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 410 $23.6K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 389 $22.4K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 385 $22.1K 0.01% -73 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 363 $20.9K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 359 $20.6K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 356 $20.5K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 354 $20.3K <0.01% +154 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 350 $20.1K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 347 $19.9K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 340 $19.5K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 300 $17.2K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 307 $17K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 295 $17K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 279 $16K <0.01% -623 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 271 $15.6K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 255 $14.7K <0.01% -205 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 253 $14.5K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 240 $13.8K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 222 $12.8K <0.01% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 218 $12.5K <0.01% -465 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 220 $12K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $11.5K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 200 $11.5K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 180 $10.3K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 176 $10.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 162 $9.37K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 155 $8.91K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 155 $8.91K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 150 $8.62K <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 146 $8.39K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 141 $8.1K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 138 $7.93K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 129 $7.41K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 127 $7.32K 0.01% -5,508 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 110 $6.32K <0.01% -90 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 102 $5.87K <0.01% new 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 87 $5.21K <0.01% -181,654 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 90 $5.17K 0.02% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 88 $5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 84 $4.83K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 78 $4.48K <0.01% -537 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 77 $4.43K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 59 $3.39K <0.01% -121 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 58 $3.33K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 71 $2.57K <0.01% -213,210 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 44 $2.53K <0.01% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 35 $2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 30 $1.72K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 14 $805 <0.01% new 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11 $632 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $575 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3 $172 <0.01% new 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.