Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 19,640 $798K 0.33% -1,108 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 19,218 $781K 0.22% -383 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,133 $778K 0.01% +1 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 18,880 $767K 0.61% -699 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 18,614 $756K 0.48% +2,367 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,548 $754K <0.01% +1,167 13F-HR Timeline Group Chico Wealth RIA More: the full row for Chico Wealth RIA 18,235 $741K 0.39% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 18,058 $734K 0.37% -180 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 18,025 $733K 0.41% +3,600 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,794 $723K 0.01% new 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 17,638 $717K 0.38% -909 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 17,353 $705K <0.01% +2,753 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 17,204 $699K 0.44% -49 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,110 $695K 0.01% +6,855 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,960 $689K <0.01% +3,103 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,800 $683K 0.01% -1,655 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 16,694 $678K 0.4% -600 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 16,635 $676K 0.21% +1,171 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,392 $666K <0.01% +721 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,265 $661K 0.03% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 16,129 $655K 0.44% +62 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,956 $648K 0.05% +3 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,868 $645K 0.03% new 13F-HR Timeline Group Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 15,776 $641K 0.06% 0 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 15,709 $638K 0.07% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 15,343 $624K 0.22% -526 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,959 $608K 0.01% +2 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,958 $608K 0.01% -7,024 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 14,846 $590K 0.02% -1,312 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14,438 $587K 0.14% -357 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 14,310 $582K 0.29% +5 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,010 $569K 0.09% -3,380 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,864 $563K <0.01% +3,816 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,725 $558K 0.07% -37 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 13,596 $553K 0.15% -211 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 13,525 $550K 0.36% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,252 $539K 0.06% +72 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,032 $530K 0.01% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,833 $522K 0.12% 0 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,718 $517K 0.01% new 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 12,712 $517K 0.38% +1,601 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 12,376 $503K 0.2% -45 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,251 $498K 0.01% +644 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 12,203 $496K 0.34% +878 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,886 $483K <0.01% -110 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 11,762 $478K 0.25% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,759 $478K 0.25% -323 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,596 $471K <0.01% +23 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,483 $467K <0.01% -3,727 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,194 $462K new Timeline MAI Capital Management More: the full row for MAI Capital Management 11,047 $449K <0.01% +10,824 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 11,029 $448K 0.58% -346 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 10,799 $439K 0.15% +112 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,665 $433K 0.02% -514 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,547 $429K 0.04% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 10,500 $427K 0.04% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,307 $419K 0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,995 $406K 0.04% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,989 $406K 0.03% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 9,878 $401K 0.1% +2,255 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,605 $390K 0.04% +3,019 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,520 $387K 0.17% +60 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,028 $367K 0.08% -1,943 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,793 $357K 0.05% +937 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 8,773 $357K 0.29% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,603 $350K 0.18% +217 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,596 $349K <0.01% -30 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8,542 $347K 0.04% +2,918 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,534 $347K <0.01% +333 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,384 $341K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,251 $335K 0.02% +1,437 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,201 $333K 0.09% +102 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,684 $312K 0.02% new 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,671 $312K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,636 $310K 0.11% +196 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,874 $308K 0.02% +45 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 7,332 $298K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,294 $296K <0.01% -14,069 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,105 $289K 0.03% -7,105 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 6,993 $284K 0.14% 0 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 6,900 $280K 0.17% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 6,792 $276K 0.09% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,766 $275K 0.01% +21 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,681 $272K 0.01% -124 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,590 $268K 0.1% -1,175 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 6,560 $267K 0.07% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,531 $265K 0.08% +65 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 6,512 $265K 0.06% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,497 $264K 0.11% -1 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,831 $264K 0.08% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,427 $261K 0.01% +2 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,384 $259K 0.02% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,325 $257K 0.07% +37 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,282 $255K 0.02% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 6,231 $253K 0.03% -73 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,204 $252K 0.05% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,192 $252K 0.12% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,188 $251K 0.08% new 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 5,980 $243K 0.19% -330 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,917 $240K 0.01% +25 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,890 $239K 0.02% +2 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,861 $238K 0.08% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,808 $236K 0.11% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,740 $233K 0.17% -92 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,661 $230K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,561 $226K 0.03% +3,132 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,511 $224K 0.06% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,480 $223K 0.02% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,400 $219K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,347 $217K <0.01% -15,339 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,040 $217K <0.01% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,248 $213K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,211 $212K 0.07% +2 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,160 $210K 0.01% new 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 5,138 $209K 0.44% -10,555 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,133 $209K 0.01% new 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 5,098 $207K 0.03% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,075 $206K 0.17% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,044 $205K 0.02% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 5,030 $204K <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,026 $204K 0.01% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,976 $202K 0.05% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,731 $192K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,655 $189K 0.02% +18 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,503 $183K 0.1% -125 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,112 $167K 0.05% +14 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,887 $158K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,875 $157K <0.01% -8 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,832 $156K 0.04% +23 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,717 $151K <0.01% +3,337 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,262 $133K 0.02% +410 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,130 $127K <0.01% -148 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,001 $122K 0.02% -149 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,825 $115K 0.08% -683 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,725 $111K 0.06% +15 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,676 $109K <0.01% -1,432 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,649 $108K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,601 $106K 0.04% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,577 $105K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,378 $96.6K <0.01% -3,386 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,299 $93.4K <0.01% +395 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,290 $93K 0.01% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,669 $88K 0.03% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,120 $86.2K <0.01% -1,000 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,084 $84.7K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,897 $77.1K 0.04% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,781 $72.4K <0.01% +1,692 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,691 $68.7K <0.01% +1,339 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,645 $66.9K 0.01% new 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 1,503 $61.1K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,405 $57.1K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,268 $51.5K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,266 $51K <0.01% new 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,172 $47.6K 0.01% +488 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,125 $45.7K 0.04% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,094 $44.5K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 917 $37K 0.01% +737 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 830 $33.7K 0.02% -616 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 819 $33.3K 0.01% -181 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 789 $32.1K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 789 $32.1K <0.01% +456 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 681 $27.7K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 546 $22.2K <0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 533 $21.6K <0.01% +3 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 504 $20.5K 0.01% -27 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 469 $19K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RHL GROUP, LLC More: the full row for RHL GROUP, LLC 461 $18.9K 0.02% -27 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 411 $16.7K <0.01% -59,615 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 357 $14.5K <0.01% +5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 325 $13.2K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 300 $12.2K <0.01% +17 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 287 $11.7K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 229 $9.31K <0.01% -190 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 223 $9K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 214 $8.7K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 198 $8.05K <0.01% -27 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 149 $6.07K <0.01% +41 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 140 $5.69K <0.01% 0 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 110 $4.47K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 101 $4.11K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 84 $3.41K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 40 $1.63K <0.01% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30 $1.22K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 23 $926 <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2 $82 <0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1 $41 <0.01% new 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 1 $24 <0.01% new 13F-HR Timeline Group