IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 22,241 $1.21M 0.03% -3,670 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 21,188 $1.15M 2.93% +1,880 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 21,060 $1.15M 0.02% +1,072 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 20,862 $1.14M 0.48% -289 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,652 $1.12M 0.13% -19,710 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 20,358 $1.11M 0.77% -3,434 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 20,203 $1.1M 0.28% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,103 $1.09M 0.09% +961 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 19,997 $1.09M 0.16% +2,718 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 19,876 $1.08M 0.16% +567 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 19,720 $1.07M 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 18,844 $1.03M 0.47% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,415 $1.01M <0.01% -3,381 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,362 $1000K 0.01% +14,153 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 18,281 $996K 0.63% +2,717 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 18,150 $988K 0.58% +9,820 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 18,075 $984K 0.59% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,035 $982K 0.01% +687 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,561 $956K 0.15% +1,717 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 19,489 $950K 0.27% 0 13F-HR Timeline FWG Investments, LLC. 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COLE ADVISORS, INC. 13,727 $748K 0.02% +1,364 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 13,345 $727K 0.48% +3,316 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 13,210 $719K 0.15% -264 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,088 $713K 0.03% +233 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 13,028 $710K 0.73% +3 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,880 $701K 0.01% +3,407 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,760 $695K 0.18% +4,298 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 12,691 $691K 0.21% +823 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 12,613 $687K 0.39% -75 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 12,423 $677K 0.09% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 12,258 $668K 0.29% -488 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 12,246 $667K 0.3% +3,112 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 11,878 $654K 0.09% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 11,587 $631K 0.08% -122 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,570 $630K 0.04% +4,626 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 11,166 $608K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,805 $606K 0.02% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 11,077 $603K 0.29% -128 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,909 $594K 0.01% +1,255 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,699 $583K 0.21% +1,329 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for GWN SECURITIES INC. 8,930 $488K 0.09% -25,243 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 8,890 $484K 0.37% +2,449 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,874 $483K <0.01% +147 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,822 $480K 0.44% +822 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,548 $466K 0.35% +2,270 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,476 $462K 0.21% -63 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,446 $460K 0.44% +3,906 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,733 $448K 0.04% +8,536 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,735 $421K 0.08% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 7,506 $409K 0.08% -374 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,658 $254K <0.01% -3,054 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,516 $246K 0.03% +330 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,460 $243K 0.04% new 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,411 $242K 0.04% -658 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 4,444 $242K 0.07% -18 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,439 $242K <0.01% -297 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,375 $238K 0.06% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,323 $235K <0.01% -201 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,211 $229K 0.04% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,096 $223K 0.1% -1,676 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,567 $221K 0.11% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,033 $220K <0.01% +3,668 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 4,026 $219K 0.05% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,943 $215K 0.06% -172 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,880 $211K 0.01% -884 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,847 $210K <0.01% -694 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,809 $207K 0.02% new 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 3,743 $204K 0.3% -2,154 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,725 $203K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,683 $201K <0.01% -370 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,682 $201K 0.36% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,670 $200K 0.16% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,197 $174K 0.04% +320 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,030 $165K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,437 $133K 0.03% 0 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,403 $131K 0.06% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,294 $125K 0.01% -3,099 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,123 $116K 0.11% -191 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,091 $114K 0.01% +1,548 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,848 $101K <0.01% +1,636 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,777 $96K 0.01% -172 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,400 $76.2K 0.05% -1,827 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,305 $71.1K <0.01% -865 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,296 $70.6K 0.02% -142 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,146 $63.6K 0.01% -1,115 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,110 $60.5K 0.06% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,105 $60.2K 0.01% 0 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 1,045 $56.9K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,041 $56.7K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 989 $53.9K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 840 $45.7K 0.01% +3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 825 $44.9K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 784 $42.7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 715 $38.9K <0.01% +623 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) 660 $35.9K <0.01% -7,003 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 644 $35.1K <0.01% -440 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 625 $34K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 477 $26K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 445 $24K <0.01% -169 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 421 $22.9K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 416 $22.7K <0.01% -346 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 411 $22.4K 0.01% -376 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 386 $21K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 351 $19.1K 0.01% -1,154 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 304 $16.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 292 $16K <0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 292 $15.9K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 254 $13.8K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 245 $13.3K <0.01% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 221 $12K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 172 $9.37K <0.01% 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 162 $8.82K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 148 $8.06K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 140 $7.62K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 138 $7.52K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 113 $6.15K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 102 $5.55K <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 98 $5.34K <0.01% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 98 $5.34K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 95 $5.17K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 91 $4.96K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 82 $4.47K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 75 $4.08K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 73 $3.98K <0.01% -164 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 59 $3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 50 $2.72K <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. 48 $2.61K <0.01% +1 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 45 $2.45K <0.01% -43,876 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 36 $1.96K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 33 $1.8K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 30 $1.63K <0.01% 0 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20 $1.09K <0.01% new 13F-HR Timeline Group 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.