Aspect Partners, LLC More: the full row for Aspect Partners, LLC 400 $24K 0.01% -400 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 395 $24K <0.01% +46 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 395 $24K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 387 $23.2K <0.01% -108 13F-HR Timeline MOTCO More: the full row for MOTCO 341 $20.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 334 $20K <0.01% +45 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 330 $19.8K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 330 $19.8K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 310 $18.6K 0.01% +4 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 308 $18.5K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 308 $18.5K <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 307 $18.4K <0.01% +172 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 305 $18.3K <0.01% +9 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 305 $18.3K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 300 $18K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 308 $18K <0.01% +5 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 299 $17.9K <0.01% +285 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 297 $17.8K <0.01% +3 13F-HR Timeline TOBAM More: the full row for TOBAM 278 $17K <0.01% -149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 280 $16.8K 0.02% 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 270 $16.2K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 268 $16.1K <0.01% +98 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 260 $15.6K <0.01% -1,099 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 255 $15.3K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 251 $15.1K <0.01% -33 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 250 $15K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 266 $15K <0.01% -57 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 247 $14.8K 0.01% -53 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 241 $14.5K <0.01% -73 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 224 $13.4K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 218 $13.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 217 $13K <0.01% +121 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 216 $13K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 210 $12.6K <0.01% -12 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 210 $12.6K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 218 $12.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $12K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 195 $11.7K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 194 $11.6K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 190 $11.4K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 189 $11.3K <0.01% -65 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 187 $11.2K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 186 $11.2K <0.01% -86 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 186 $11.2K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 186 $11.2K <0.01% +28 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 185 $11.1K <0.01% +3 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 183 $11K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 179 $10.7K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 175 $10.5K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 175 $10.5K <0.01% +61 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 170 $10.2K <0.01% +70 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 160 $9.7K <0.01% +61 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 160 $9.6K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 150 $9K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 150 $9K <0.01% 0 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 150 $9K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 150 $9K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 143 $8.58K <0.01% +7 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 143 $8.58K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 143 $8.55K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 140 $8.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 140 $8.4K <0.01% +82 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 138 $8.28K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 137 $8.22K 0.01% +8 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 135 $8.11K <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 134 $8.04K 0.01% 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 132 $7.92K <0.01% +96 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 130 $7.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $7.56K <0.01% -323 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 126 $7.56K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 125 $7.5K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 125 $7.5K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 118 $7.08K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 109 $6.54K <0.01% +7 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 103 $6.18K <0.01% -2,740 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 101 $6.06K <0.01% new 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 100 $6K 0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 100 $6K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $6K <0.01% -216 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 100 $6K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 100 $6K 0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 100 $6K <0.01% 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $6K 0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 98 $5.88K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 95 $5.7K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 90 $5.4K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 89 $5.34K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 88 $5.28K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 88 $5.28K <0.01% +79 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 86 $5.16K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 83 $4.98K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 81 $4.86K <0.01% +57 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 75 $4.5K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 74 $4.44K <0.01% -91 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 70 $4.2K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 69 $4.14K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 68 $4.08K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 71 $4K <0.01% +16 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 64 $3.85K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 64 $3.84K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 63 $3.78K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 60 $3.6K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 58 $3.48K <0.01% -6 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 55 $3.3K <0.01% +22 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 54 $3.24K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 50 $3K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 46 $3K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 46 $2.76K <0.01% +17 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 40 $2.4K <0.01% -4,557 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 34 $2.04K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 33 $1.98K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 31 $1.93K <0.01% +13 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $1.92K <0.01% -42 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $1.8K <0.01% +16 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $1.74K <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $1.74K <0.01% +1 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 29 $1.74K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 26 $1.56K <0.01% +3 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 25 $1.5K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 25 $1.5K <0.01% 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 23 $1.38K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 23 $1.38K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 21 $1.26K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 20 $1.2K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $1.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.14K <0.01% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 19 $1.14K <0.01% -16 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $1.14K <0.01% +9 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 17 $1.02K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $1K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 20 $1K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 7 $1K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $960 <0.01% -1 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 15 $935 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 15 $901 <0.01% +10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 15 $900 <0.01% new 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15 $900 <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14 $863 <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 14 $841 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $751 <0.01% +5 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 12 $697 <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 11 $660 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 11 $635 <0.01% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 9 $541 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $541 <0.01% +2 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9 $540 <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9 $540 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $480 <0.01% -1 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 8 $480 <0.01% 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 6 $360 <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5 $301 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $240 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $180 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $180 <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $121 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $60 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1 $60 <0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -5,179 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.