Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,538 $304K 0.06% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,536 $304K 0.11% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,525 $303K 0.27% +12 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,496 $301K 0.04% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,346 $291K 0.22% +4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,335 $291K 0.02% +12 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,313 $289K 0.05% +12 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,297 $288K 0.01% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,294 $288K 0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 4,184 $287K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,249 $285K 0.02% -2,133 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,217 $283K <0.01% +3,068 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,186 $281K 0.22% +11 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,180 $280K <0.01% +709 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 4,133 $277K 0.2% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,122 $276K 0.01% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,122 $276K 0.1% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,078 $273K 0.01% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,064 $272K 0.02% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,056 $272K 0.2% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,023 $270K 0.01% +388 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,912 $262K 0.01% -1,041 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 3,896 $261K 0.04% -847 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,880 $260K 0.1% +11 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 3,870 $259K 0.12% -125 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,865 $259K 0.15% -1,825 13F-HR/A Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,828 $257K 0.05% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 3,819 $256K 0.07% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,794 $254K 0.04% +10 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,794 $254K 0.03% +10 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,790 $254K <0.01% -734 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 3,741 $253K 0.13% +100 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,763 $252K 0.09% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,756 $252K 0.08% +10 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,659 $245K 0.02% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,650 $245K 0.27% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,599 $241K 0.01% -600 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,540 $237K 0.11% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,524 $236K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,514 $236K 0.09% -1,290 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,509 $235K 0.01% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,502 $235K 0.04% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,485 $234K <0.01% 0 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,483 $233K <0.01% -1,057 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,482 $233K 0.13% -32 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,476 $233K 0.19% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,476 $233K 0.08% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,330 $230K 0.33% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,420 $229K 0.13% +2,316 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3,398 $228K 0.02% +9 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,384 $227K 0.02% -2,702 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,370 $226K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,348 $224K 0.03% +2 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,320 $223K <0.01% -1,600 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,270 $219K 0.05% -451 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,268 $219K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,260 $218K 0.07% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,249 $218K 0.04% -628 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,236 $217K 0.03% +2,964 13F-HR/A Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,221 $216K 0.03% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,180 $213K 0.02% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 3,336 $213K 0.12% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,168 $212K 0.17% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,164 $212K 0.01% new 13F-HR/A Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,128 $210K 0.17% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,116 $209K <0.01% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 3,106 $208K 0.08% -874 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,102 $208K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,087 $207K 0.04% new 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 3,079 $206K 0.09% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,057 $205K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,037 $204K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,043 $204K <0.01% -791 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,043 $204K 0.01% +100 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,939 $197K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,905 $195K 0.06% +25 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,326 $156K 0.06% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,275 $152K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,264 $152K 0.07% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,233 $150K 0.03% -586 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,161 $145K 0.1% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,154 $144K 0.04% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,078 $139K 0.01% +373 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,955 $131K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,883 $129K 0.05% -1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,860 $125K 0.07% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,856 $124K 0.05% -64 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 1,835 $123K 0.08% +5 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,776 $119K 0.06% +5 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,656 $111K <0.01% +871 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,623 $109K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,588 $106K <0.01% -2,224 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,565 $105K 0.07% +13 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,491 $99.9K 0.05% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,461 $97.9K 0.01% -2,452 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,306 $87.5K 0.01% +4 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,247 $83.6K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,159 $77.7K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,118 $74.9K <0.01% 0 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,103 $73.9K 0.06% -1,104 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,071 $71.8K 0.06% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,035 $69.4K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,034 $69.3K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,004 $67.3K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 954 $63.9K 0.01% +287 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 862 $58K 0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 824 $55.3K 0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 803 $54.8K 0.01% +2 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 813 $54K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 794 $53.2K <0.01% -16 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 783 $52.5K 0.01% -23,336 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,403 $49.9K 0.02% -108,143 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 567 $38K 0.01% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 536 $35.9K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 509 $34.9K 0.03% +64 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 512 $34.3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 536 $34.2K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 504 $33.8K <0.01% -246 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 482 $32.3K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 453 $30.4K <0.01% -2,578 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 400 $26.8K <0.01% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 369 $24.7K 0.02% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 359 $24.1K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 317 $21.2K <0.01% +1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 313 $21K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 227 $15K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 223 $14.9K <0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 147 $9.85K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 145 $9.72K <0.01% -145 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 133 $8.91K <0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 104 $6.94K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 70 $4.69K 0.07% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 65 $4.36K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 45 $3.02K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 26 $1.74K <0.01% 0 13F-HR Timeline 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.