Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 54,327 $2.24M 0.12% -164 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 53,571 $2.21M 0.72% +3,300 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 53,013 $2.19M 2.06% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 52,013 $2.15M 0.15% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 51,721 $2.13M <0.01% +2,398 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 51,088 $2.11M 1.07% +2,005 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 50,782 $2.1M 1.43% 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 49,703 $2.05M 0.49% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 40,409 $2.02M 0.97% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 48,862 $2.02M 0.03% -179 13F-HR/A Timeline Group Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 47,898 $1.98M 0.92% -55,436 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 46,264 $1.91M 0.19% +21,908 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 46,034 $1.9M 0.29% -576 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 45,622 $1.88M 0.63% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 45,450 $1.88M 0.85% +2,500 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 45,063 $1.86M 1.53% +7,416 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 44,168 $1.82M 0.05% +2,713 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 43,942 $1.81M 0.5% +8,272 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 43,622 $1.78M 0.2% +8,016 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 41,973 $1.73M 0.99% -1,528 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 41,657 $1.72M 0.74% -3,082 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 40,781 $1.68M 0.83% +338 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 40,471 $1.67M <0.01% +14,411 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 39,717 $1.64M 0.54% +3,518 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,223 $1.58M 0.02% -1,196 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 37,340 $1.54M 0.31% -14,043 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 36,919 $1.52M 0.1% +1,791 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36,529 $1.51M 0.08% +2,426 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,021 $1.49M 0.01% -10,239 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 35,929 $1.48M 1.01% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 35,475 $1.46M 0.63% +387 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 34,984 $1.44M 0.79% +9,321 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 34,797 $1.44M 0.43% +29,083 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 34,786 $1.44M 0.01% +1,624 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 34,377 $1.42M 0.96% -609 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 33,585 $1.39M 0.15% -677 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 32,356 $1.35M 0.62% +13,870 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 31,941 $1.32M 0.03% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 30,769 $1.27M 0.77% +4,217 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,071 $1.24M 0.04% -11,681 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 29,896 $1.23M 0.61% -4,012 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 29,682 $1.22M 0.8% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 28,714 $1.19M 0.12% +4,448 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 28,720 $1.19M 0.05% -3,982 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 28,343 $1.17M 0.74% +6,959 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 27,272 $1.13M 0.23% -492 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 25,340 $1.1M 1.01% 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 26,120 $1.08M 0.34% -26,277 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 25,191 $1.04M 1% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 24,919 $1.03M 0.08% +9,497 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,601 $974K <0.01% -14,369 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 22,815 $942K 0.83% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,452 $927K 0.01% -1,860 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22,306 $921K 0.23% +1,122 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 22,101 $912K 0.31% -205 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,645 $893K 0.09% +9,878 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,462 $886K 0.05% +1,969 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,386 $883K 0.03% +2,041 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 20,365 $840K 2.49% -3,519 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,323 $839K 0.06% +18 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 20,262 $836K 0.23% +1,831 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 20,145 $831K 0.17% +10,075 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 19,877 $820K 0.7% -6,636 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 19,891 $820K 0.25% +277 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 19,730 $814K 0.1% +12,031 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 19,513 $805K 0.6% -1,298 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,038 $786K <0.01% -480,712 13F-HR Timeline Group Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 18,671 $771K 0.24% -3,242 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 18,039 $744K 0.21% -4,488 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,405 $718K 0.05% -11,398 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 17,184 $709K 0.54% 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 16,657 $687K 0.08% +2,627 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 14,954 $617K 0.47% -5,929 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 14,904 $615K 0.27% +1,845 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,777 $610K 0.08% +79 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 14,505 $599K 0.4% +1,675 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14,316 $591K 0.05% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 14,204 $586K 0.44% +45 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 14,198 $586K 0.39% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 14,181 $585K 0.11% +3,045 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,665 $565K 0.05% +796 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 13,548 $559K 0.31% +573 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 13,402 $553K 0.18% +208 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,374 $552K 0.02% +669 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 13,199 $545K 0.23% +4,119 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,684 $523K 0.24% +176 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 11,949 $516K 0.34% +3,239 13F-HR Timeline 25 LLC More: the full row for 25 LLC 11,969 $494K 0.21% +2,173 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,957 $493K 0.01% -1 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 11,220 $463K 0.2% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 11,050 $456K 0.06% -13,673 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 10,843 $447K 0.2% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 10,769 $444K 0.08% -115,679 13F-HR/A Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 10,107 $417K 0.27% +242 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 9,605 $396K 0.24% 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 9,369 $387K 0.2% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,022 $372K 0.05% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,000 $371K 0.07% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,666 $358K 0.32% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,607 $355K 0.09% -1,776 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,566 $354K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,621 $352K 0.08% +216 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,295 $342K 0.03% +24 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 8,055 $332K 0.15% +362 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,048 $332K 0.01% -16 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,979 $329K 0.01% -57 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,957 $328K 0.01% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,795 $322K 0.08% +569 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,782 $321K 0.12% -10,822 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,717 $318K 0.03% +7 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 7,532 $311K 0.15% 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 7,504 $310K 0.07% -1,742 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 7,414 $306K 0.16% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,284 $301K 0.29% -2,734 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 7,216 $298K 0.23% 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 7,210 $298K 0.12% -11,302 13F-HR/A Timeline Matisse Capital More: the full row for Matisse Capital 7,200 $297K 0.15% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,135 $294K <0.01% +633 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,088 $293K 0.04% +54 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,026 $290K <0.01% -200 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 6,870 $284K 0.19% +1,383 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,790 $280K 0.14% +635 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,709 $277K 0.14% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,665 $275K 0.24% -30,974 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,502 $268K 0.2% +132 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 6,438 $266K 0.08% -16,050 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 6,434 $266K 0.12% +690 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,350 $262K 0.14% -65 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,343 $262K 0.13% +42 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,342 $262K 0.21% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,156 $254K <0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,083 $251K 0.15% -2,769 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 6,080 $251K 0.18% +1,070 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,914 $244K 0.09% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 5,886 $243K 0.03% -309 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,880 $243K 0.2% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,732 $237K 0.01% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 5,601 $231K 0.13% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,553 $229K <0.01% new 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5,424 $224K 0.19% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,190 $214K 0.01% -4,538 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,186 $214K 0.04% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,120 $211K 0.04% -3,714 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 5,071 $209K 0.15% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,060 $209K <0.01% -5 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,056 $209K 0.01% 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,029 $208K 0.02% -133 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,963 $205K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,000 $165K <0.01% +1,685 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,803 $157K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,294 $136K 0.01% +134 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,203 $132K <0.01% new 13F-HR Timeline Group GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 3,149 $130K 0.07% -51 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,993 $124K 0.02% -135 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,911 $120K <0.01% +953 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,826 $117K <0.01% -601 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,391 $98.6K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,223 $91.8K 0.02% +1,342 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,215 $91.4K <0.01% +144 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,027 $83.7K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,743 $71.9K 0.02% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,730 $71.4K <0.01% -5,225 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/ 1,709 $70.5K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,697 $70K 0.01% -664 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,671 $69K 0.03% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,620 $66.9K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,483 $61.2K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,136 $46.9K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 853 $35.2K 0.01% -94 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 752 $31K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 718 $29.6K <0.01% -5,217 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 670 $27.7K 0.02% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 631 $26K <0.01% -87 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 564 $23.3K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 469 $19.4K 0.01% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 450 $18.6K 0.02% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 335 $13.8K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 219 $9.04K <0.01% +122 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $6.19K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $4.13K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 93 $3.84K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 92 $3.8K <0.01% new 13F-HR Timeline Group Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 60 $2.48K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59 $2.45K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 28 $1.16K <0.01% 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 11 $454 <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2 $83 <0.01% +1 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 0 $5 <0.01% 0 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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,439,913,328 $143M +3,439,883,559 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.