ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,478 $479K 0.02% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,466 $478K <0.01% -588 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 11,438 $477K 0.06% -3,353 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 11,278 $471K 0.33% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,964 $458K 0.01% -2,862 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 10,860 $453K 0.04% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,852 $453K 0.01% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 10,840 $452K 0.2% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 10,755 $449K 0.14% -151 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10,711 $447K 0.11% +24 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,632 $444K 0.16% +200 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,585 $442K 0.01% +8,942 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,277 $429K 0.07% +24 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,224 $427K 0.01% +2,493 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,212 $426K 0.04% +1,752 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,048 $419K 0.05% +150 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10,018 $418K 0.21% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,959 $416K <0.01% +705 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 9,905 $413K 0.39% -89 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,700 $405K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,700 $405K 0.05% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,515 $397K <0.01% +682 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 9,084 $379K 0.07% +2,361 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,027 $377K <0.01% -617 13F-HR Timeline Group Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 8,982 $375K 0.25% +21 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,978 $375K 0.01% +10 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,951 $374K <0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 8,871 $373K 0.31% +1,666 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,827 $368K 0.03% +571 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 8,237 $344K 0.12% +43 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 8,017 $335K 0.16% -49 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 7,932 $331K 0.08% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,804 $326K 0.14% +18 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 7,770 $324K 0.05% +1,005 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,573 $317K 0.01% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,558 $315K <0.01% +693 13F-HR Timeline Group DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 7,546 $315K 0.13% +1,973 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,479 $312K 0.01% 0 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 7,291 $304K 0.29% 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 7,263 $303K 0.12% -6,249 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 7,117 $297K 0.22% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 7,033 $293K 0.03% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,836 $285K <0.01% new 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,791 $283K 0.02% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,788 $283K 0.06% +98 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,735 $281K <0.01% +292 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,731 $281K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,638 $277K <0.01% +288 13F-HR Timeline Group Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,628 $277K 0.1% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,552 $273K <0.01% new 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,500 $271K 0.12% -1,000 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,468 $270K 0.03% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,437 $269K <0.01% +357 13F-HR Timeline Group RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 7,288 $268K 0.15% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,369 $266K 0.05% +63 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 6,238 $260K 0.1% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,193 $258K 0.01% -213 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6,060 $253K 0.09% -954 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,954 $248K 0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,700 $238K 0.13% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,676 $237K 0.03% +3 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,673 $237K <0.01% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 5,655 $236K 0.09% -717 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 5,611 $234K 0.22% +93 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,469 $228K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,449 $227K 0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,407 $226K 0.02% -1,336 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,380 $225K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,315 $222K 0.06% -207 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,257 $219K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,628 $215K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,156 $215K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,134 $214K 0.01% -68,638 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,131 $214K <0.01% -1,001 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,125 $214K 0.06% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 5,004 $209K 0.06% -545 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,960 $207K 0.02% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,628 $207K <0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,947 $206K 0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,922 $204K 0.07% new 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 4,882 $204K <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 4,208 $176K 0.02% new 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 3,882 $162K <0.01% -245 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,878 $159K 0.05% -2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,367 $141K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,244 $135K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,191 $133K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,167 $132K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,876 $120K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,600 $108K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,427 $101K 0.07% -57 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2,400 $100K 0.04% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,258 $94.2K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,206 $92.1K 0.01% -460 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,170 $90.6K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,000 $83.5K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,877 $78.3K 0.04% +76 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,758 $73.4K <0.01% 0 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,744 $72.8K 0.02% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,130 $72K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,572 $65.6K 0.04% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,569 $65.5K 0.05% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,545 $64.5K 0.01% -218 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,513 $63.1K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,493 $62.3K 0.01% +125 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 1,487 $62K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,250 $52K <0.01% -932 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,198 $50K <0.01% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,187 $49.5K <0.01% +764 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,034 $43.1K <0.01% +1,010 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 990 $41.1K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 971 $41K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 977 $40.8K 0.01% -596 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 968 $40.4K 0.02% +2 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 922 $38.5K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 885 $36.9K <0.01% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 880 $36.7K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 873 $36.4K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 736 $30.7K 0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 689 $28.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 589 $24.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 582 $24.3K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 532 $22.2K 0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 526 $21.9K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 524 $21.8K <0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 509 $21.2K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 493 $20.6K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 480 $19.6K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 461 $19.2K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 430 $17.9K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 412 $17.2K 0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 376 $15.7K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 358 $14.9K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 296 $12.4K 0.01% -300 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 292 $12.2K <0.01% +1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 289 $12.1K 0.01% -3,689 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 280 $11.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 257 $10.7K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $10.4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 241 $10.1K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 221 $9.22K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 184 $7.68K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 150 $6.26K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 106 $4.42K <0.01% -304 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 98 $4.09K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 79 $3.3K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 62 $2.59K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 53 $2.21K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 45 $1.89K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 41 $1.71K <0.01% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 35 $1.46K <0.01% -5 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 30 $1.14K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 17 $709 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $27 <0.01% -548 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 0 $13 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.