Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 266 $21K <0.01% 0 13F-HR/A Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 250 $20.1K <0.01% +50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 247 $19.9K <0.01% +9 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 247 $19.9K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 242 $19.5K 0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 235 $18.9K <0.01% +10 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 233 $18.8K <0.01% +59 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 230 $18.5K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 229 $18.4K <0.01% -28 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 225 $18.3K <0.01% -157 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 227 $18.3K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 217 $17K <0.01% +185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McMillan Office, Inc. More: the full row for McMillan Office, Inc. 210 $16.9K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 204 $16.4K <0.01% -4,657 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 194 $15.6K <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) 190 $15.3K <0.01% -75 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 183 $14.7K <0.01% -230 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 179 $14.4K <0.01% -56 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 162 $13K <0.01% -45 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 157 $12.6K 0.01% -199 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 153 $12.3K <0.01% 13F-HR Timeline Group BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 153 $12.3K <0.01% -103 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 152 $12.2K <0.01% +59 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 151 $12.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 151 $12.2K <0.01% +50 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 140 $11.3K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 136 $10.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 125 $10.1K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 125 $10.1K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 118 $9.5K <0.01% -12 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 115 $9.26K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114 $9.2K <0.01% +19 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 106 $8.54K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 99 $7.97K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 88 $7.08K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 86 $6.92K <0.01% -47 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 77 $6.24K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 75 $6.04K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 66 $5.31K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 66 $5.29K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 68 $5K <0.01% -16 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 61 $4.91K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 58 $4.67K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 51 $4.11K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 49 $3.94K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 43 $3.6K <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 41 $3.34K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 40 $3.22K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 40 $3.22K <0.01% -2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 39 $3.15K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 36 $2.9K <0.01% -118 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 34 $2.74K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 33 $2.66K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 32 $2.58K <0.01% +19 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 30 $2.42K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 24 $1.93K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $1.77K <0.01% -4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $1.77K <0.01% -4 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 22 $1.77K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 21 $1.69K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $1.69K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 19 $1.53K <0.01% -10 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17 $1.37K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 16 $1.29K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 14 $1.13K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13 $1.05K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 13 $1.05K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 17 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $1K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12 $966 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $886 <0.01% -10 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10 $805 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $725 <0.01% -12 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $645 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $644 <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $644 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7 $564 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $564 <0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $484 <0.01% -2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $406 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $403 <0.01% -6 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3 $242 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $81 <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $81 <0.01% -5 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 0 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.