Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,178 $284K 0.03% -47 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,165 $283K <0.01% new 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,110 $283K 0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 3,162 $283K 0.1% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 3,139 $281K 0.16% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,138 $281K 0.01% +1,024 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,116 $279K <0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,080 $275K 0.01% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,060 $274K 0.11% -1,500 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,035 $271K 0.04% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,988 $267K 0.03% -312 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,971 $266K <0.01% +711 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,925 $262K 0.02% +426 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,905 $260K 0.02% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,896 $259K 0.13% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,893 $259K 0.02% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,851 $255K 0.05% -14 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,850 $255K 0.13% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,849 $255K 0.02% +31 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,816 $252K <0.01% -4,637 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,804 $251K 0.02% -212 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,739 $249K 0.13% +68 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,712 $243K 0.03% +5 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,700 $241K 0.04% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 2,700 $241K 0.18% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,692 $241K 0.01% +10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,655 $241K <0.01% +1 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,670 $239K 0.05% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,653 $237K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,617 $234K 0.02% -70 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,569 $230K 0.03% -17 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,562 $229K 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,562 $229K 0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,546 $228K 0.05% +9 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,543 $227K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,523 $226K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,504 $224K <0.01% -8,467 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,504 $224K <0.01% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,492 $223K 0.07% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,481 $222K 0.06% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,429 $222K <0.01% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 2,456 $220K 0.16% 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,443 $218K 0.07% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,401 $215K 0.25% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,400 $215K 0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,358 $211K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,356 $211K 0.01% new 13F-HR/A Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,355 $211K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,347 $210K 0.02% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,328 $208K <0.01% -290 13F-HR Timeline Group STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2,323 $208K 0.18% 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,321 $208K 0.02% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 2,307 $206K 0.17% 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 2,284 $204K 0.15% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,278 $204K 0.03% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,270 $203K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,246 $201K 0.01% -18 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,174 $194K 0.16% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,127 $190K 0.16% +9 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,125 $190K <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,890 $169K 0.03% +6 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,724 $154K 0.01% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Key Financial Inc More: the full row for Key Financial Inc 1,706 $153K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,630 $146K 0.01% +104 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,570 $140K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,563 $140K 0.06% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,418 $127K 0.02% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,391 $124K 0.07% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,371 $123K 0.02% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,350 $121K 0.04% +6 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,331 $119K 0.09% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,300 $116K 0.08% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,296 $116K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,275 $114K 0.06% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,266 $113K 0.02% -1 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,221 $109K 0.03% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,194 $106K 0.07% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,175 $105K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,030 $92.1K 0.04% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,027 $91.8K 0.05% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,013 $90.6K 0.02% +219 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 884 $79K <0.01% +65 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 869 $78K 0.04% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 837 $74.9K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 836 $74.8K 0.06% +330 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 830 $74.2K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 787 $70.4K 0.01% -142 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 755 $67.5K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 747 $66.8K 0.01% +521 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 747 $66.8K <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 743 $66.4K 0.03% +3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 717 $64.1K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 667 $59.6K 0.04% -555 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 637 $57K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $53.7K <0.01% 0 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 595 $53.2K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 571 $52.1K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 555 $49.6K <0.01% +152 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 525 $47K 0.01% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 515 $46.1K <0.01% -350 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 480 $43.7K <0.01% +337 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 484 $43.3K 0.02% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 483 $43.2K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 457 $40.9K <0.01% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 440 $39.4K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 413 $36.9K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 411 $36.7K 0.02% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 400 $35.8K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 385 $34.4K 0.02% -75 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 381 $34.1K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 363 $32.5K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 357 $32K 0.02% +7 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 347 $31K 0.02% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 317 $28.4K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 316 $28.3K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 308 $28K <0.01% -29 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,365 $26.4K 0.51% -22,510 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 268 $23.9K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 266 $23.8K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 262 $23.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 250 $22.4K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 242 $21.6K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 231 $20.7K <0.01% -64 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 227 $20.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 226 $20.2K <0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 224 $20K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 200 $17.9K 0.01% -300 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 200 $17.9K 0.03% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 200 $17.8K 0.03% -2,337 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 192 $17.2K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 189 $16.9K 0.01% +21 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 180 $16.1K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 155 $13.9K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 150 $13.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 142 $12.7K 0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 138 $12.3K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 118 $10.6K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 113 $10K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 110 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Joseph Group Capital Management More: the full row for Joseph Group Capital Management 107 $9.57K <0.01% -9 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 89 $9.48K <0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 104 $9.3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 102 $9.09K <0.01% -24 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 100 $8.94K <0.01% -100 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 100 $8.94K <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 88 $7.87K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 87 $7.78K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 81 $7.24K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 80 $7.16K <0.01% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 75 $6.67K <0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 56 $5.01K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 55 $4.92K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 54 $4.83K <0.01% -36 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 50 $4.47K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 49 $4.38K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 41 $3.67K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 38 $3.39K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 36 $3.22K <0.01% 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) 32 $2.86K <0.01% -49,634 13F-HR Timeline Group Trust Co More: the full row for Trust Co 29 $2.59K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 25 $2.24K <0.01% -21 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 15 $1.34K <0.01% new 13F-HR/A Timeline