Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,444 $127K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,375 $121K <0.01% -109 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,233 $108K 0.02% -4 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,229 $108K 0.07% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,212 $106K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,152 $101K 0.01% +5 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,132 $99K <0.01% +7 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,078 $94.6K 0.01% -1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,078 $94.6K 0.05% +2 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,047 $91.9K 0.01% +104 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,037 $90.9K 0.01% +255 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,004 $88.1K 0.01% +27 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 984 $86.3K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 898 $78.8K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 901 $78.6K <0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 875 $76.7K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 873 $76.6K <0.01% +15 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 850 $74.6K 0.02% -175 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 843 $73.9K 0.01% +696 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 841 $73.8K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,198 $68.9K 0.02% -1,615 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 720 $63.2K <0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 650 $57K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 643 $56.4K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 614 $53.9K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 596 $52.3K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 582 $51.8K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 580 $50.9K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 547 $48K <0.01% -1 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 527 $47.9K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 527 $46.2K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 514 $45.1K <0.01% +4 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 503 $44.1K 0.01% 0 13F-HR/A Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 503 $44.1K 0.03% +9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 502 $44K <0.01% +244 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 500 $44K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 470 $41.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 460 $40.3K 0.01% -2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 454 $39.8K 0.02% -68 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 439 $38.3K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 434 $38K <0.01% -359 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 433 $38K <0.01% +75 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 433 $38K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 397 $37K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 420 $36.8K 0.02% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 414 $36.1K 0.02% +8 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 405 $35.5K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 402 $35.3K 0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 374 $32.8K 0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 365 $32K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 362 $32K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 363 $31.8K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 354 $31K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 319 $28K <0.01% -20 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 319 $28K <0.01% 0 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 316 $27.7K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 311 $27.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 294 $25.8K <0.01% -59 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 292 $25.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 290 $25.4K 0.01% +5 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 291 $25K 0.01% +5 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 268 $23.5K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 267 $23.4K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 252 $22.1K <0.01% -127 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 243 $21.3K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 240 $21K <0.01% +5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 237 $20.8K <0.01% +25 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 230 $20.1K 0.01% 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 190 $17K 0.01% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 188 $16.5K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 177 $16K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 180 $15.8K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 177 $15.5K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 171 $15K <0.01% -79 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 163 $14.3K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 161 $14.1K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 160 $14K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 171 $14K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 142 $12.4K 0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 140 $12.3K <0.01% +3 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 135 $11.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 134 $11.7K <0.01% -14 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 132 $11.6K 0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 128 $11.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 128 $11.2K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 123 $10.8K <0.01% +82 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 100 $8.77K 0.01% -67 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 93 $8.18K <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 86 $7.5K <0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 75 $6.58K <0.01% -13 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 74 $6.49K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 74 $6.49K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 69 $6.08K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 69 $6.05K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 67 $5.83K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 62 $5.44K <0.01% -42 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 59 $5.17K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 53 $4.65K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 50 $4.39K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 50 $4.39K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 41 $3.58K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 39 $3.42K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 37 $3.25K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 36 $3.16K <0.01% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 36 $3.16K <0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 32 $2.81K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 30 $2.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $2.48K <0.01% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 27 $2.37K <0.01% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 22 $1.93K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 22 $1.93K <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 17 $1.49K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 14 $1.23K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14 $1.23K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $527 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 6 $526 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $438 <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4 $351 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4 $351 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3 $262 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2 $179 <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2 $175 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $88 <0.01% -152 13F-HR Timeline Group