Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,322 $200K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,245 $194K 0.06% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,206 $190K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,137 $184K 0.14% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,112 $182K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,010 $173K <0.01% +155 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,941 $167K 0.06% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,856 $160K <0.01% -213 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,735 $150K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,634 $142K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,608 $139K 0.03% 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 1,596 $138K <0.01% -69 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,577 $136K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,474 $127K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,406 $121K 0.01% +3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,237 $107K 0.02% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,229 $106K 0.08% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,219 $105K 0.08% -3 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,212 $105K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,159 $100K 0.01% -168 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,153 $99K <0.01% +35 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,147 $99K 0.01% +920 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,093 $94.3K 0.06% -54 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,091 $94.1K 0.05% -60 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 10,536 $89.7K 0.06% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,025 $88.4K 0.03% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 984 $84.9K <0.01% -175 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 977 $84.3K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 931 $80.3K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 915 $78.9K 0.01% +629 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 910 $78.5K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 898 $77.5K 0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 875 $75.5K 0.02% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 849 $73.2K 0.02% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 821 $70.8K <0.01% -61 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 814 $70.2K <0.01% +11 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 782 $67.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 780 $67.3K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 650 $56.1K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 643 $55.5K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 614 $53K 0.02% -726 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 580 $50K <0.01% 0 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 563 $48.6K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 525 $45.3K 0.03% +30 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 510 $44K <0.01% -200 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 500 $43.1K 0.02% -3,700 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 500 $43K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 494 $42.6K 0.04% +7 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 480 $41.4K 0.01% +2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 406 $35K 0.02% +5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 405 $34.9K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 402 $34.7K 0.01% +370 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 362 $31K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 358 $30.9K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 356 $30.7K <0.01% +224 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 355 $30.6K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 354 $30.5K <0.01% +343 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 319 $27.5K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 317 $27.3K <0.01% +61 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 316 $27.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 308 $26.6K <0.01% -126 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 308 $26.6K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 292 $25.2K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 291 $25.1K 0.01% +286 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 285 $24.6K 0.01% +4 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 286 $24K 0.01% +4 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 268 $23.1K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 267 $23K 0.02% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 252 $21.7K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 245 $21.1K <0.01% -267 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 244 $21K 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. 214 $18.5K <0.01% +1 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $17.2K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 188 $16.2K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 188 $16.2K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 185 $15.9K <0.01% -29 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 180 $15.5K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 177 $15.3K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 167 $14.4K 0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 163 $14.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 171 $14K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 162 $14K <0.01% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 160 $13.8K 0.01% -2,060 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 150 $13K <0.01% +48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 138 $12.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 137 $11.8K <0.01% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 135 $11.6K <0.01% -75 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 132 $11.4K 0.01% 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 128 $11K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 128 $11K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 125 $10.8K <0.01% -2,930 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 104 $8.97K <0.01% -11 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 103 $8.88K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 91 $7.89K <0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 91 $7.85K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 89 $7.68K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 88 $7.63K <0.01% +75 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 87 $7.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 84 $7.24K <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 74 $6.38K 0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 69 $5.95K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 53 $4.57K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 50 $4.31K <0.01% +26 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 47 $4.05K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 46 $3.93K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 45 $3.88K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 41 $3.54K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 40 $3.45K <0.01% +11 13F-HR Timeline MOTCO More: the full row for MOTCO 39 $3.36K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 36 $3.1K <0.01% -26 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 31 $3K <0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 32 $2.76K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 30 $2.59K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $2.44K <0.01% 0 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) 28 $2.42K <0.01% +15 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26 $2.24K <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 22 $1.9K <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 18 $1.55K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 33 $1.48K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 17 $1.47K <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. 13 $1.12K <0.01% new 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12 $1.03K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 12 $1.03K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8 $690 <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8 $690 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7 $604 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6 $518 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 6 $518 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3 $258 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2 $173 <0.01% 13F-HR Timeline