Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,560 $298K 0.3% -1,666 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 11,400 $294K 0.2% +116 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,221 $290K 0.16% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,204 $289K <0.01% +1,105 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,126 $287K <0.01% new 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,122 $287K 0.01% +2,717 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,058 $286K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,871 $281K <0.01% +10,562 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 10,804 $279K 0.2% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,739 $277K 0.03% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,438 $269K 0.01% +1,384 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,341 $267K 0.01% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,301 $266K <0.01% -509 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,935 $257K <0.01% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,750 $252K 0.09% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 9,581 $247K 8.21% -145,834 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 9,535 $246K 0.1% -840 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,496 $245K <0.01% +1,414 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 9,444 $244K 0.02% -5,253 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,407 $243K 0.1% -1,724 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,260 $239K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,199 $238K <0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,010 $233K <0.01% -5,477 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,843 $228K 0.01% new 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,620 $223K 0.03% +362 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,440 $218K 0.02% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 8,399 $217K 0.03% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,207 $212K 0.02% new 13F-HR Timeline Group Phraction Management LLC More: the full row for Phraction Management LLC 8,177 $211K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,164 $211K 0.01% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 7,879 $203K 0.04% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,838 $202K <0.01% +5,039 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,486 $167K 0.12% +61 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 5,907 $153K 0.06% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,284 $136K <0.01% -1 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 127,520 $132K 0.09% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,625 $119K <0.01% +1,335 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,596 $119K <0.01% +3,582 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,563 $118K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,655 $94K <0.01% +194 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,563 $92K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,393 $87.6K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,316 $85.6K 0.01% -157 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,051 $78.8K <0.01% +64 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,763 $71.3K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 2,539 $65.5K 0.03% +33 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,441 $63K <0.01% +415 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,338 $60.4K 0.02% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,317 $59.8K 0.02% -152 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,232 $57.6K <0.01% +1,294 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,164 $55.9K <0.01% -673 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,030 $52.4K 0.05% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,859 $48K <0.01% +29 13F-HR/A Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,558 $40.2K 0.01% +58 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,259 $32.5K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,225 $31.6K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,202 $31K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,000 $25.8K <0.01% 0 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 900 $23.2K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 810 $20.9K <0.01% -6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 709 $18K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 686 $17.7K 0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 616 $15.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 611 $15.8K <0.01% +548 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 597 $15.4K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 529 $13.7K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 515 $13.3K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 506 $13.1K <0.01% +10 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 502 $13K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 499 $12.9K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 497 $12.8K 0.08% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 433 $11.2K <0.01% 0 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 426 $11K 0.01% 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) 426 $11K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 405 $10.5K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 405 $10K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 386 $9.96K <0.01% -469 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 312 $8.06K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 305 $7.88K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 281 $7.28K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 271 $7K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 238 $6.14K <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $5.16K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 159 $4.11K <0.01% -175 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 174 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 136 $3.51K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 116 $3K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 115 $2.97K <0.01% -736 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 114 $2.94K <0.01% -1,612 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 111 $2.87K <0.01% +41 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 110 $2.85K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 110 $2.84K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 102 $2.63K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 96 $2.48K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 82 $2.14K <0.01% -230 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 77 $1.99K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 76 $1.96K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 73 $1.89K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 69 $1.78K <0.01% -702 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 69 $1.78K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 62 $1.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $1.54K <0.01% +48 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 56 $1.45K <0.01% +22 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 50 $1.29K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $1.26K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 48 $1.24K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 24 $1K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 29 $749 <0.01% -10 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 25 $646 <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 23 $594 <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21 $542 <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 21 $542 <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 12 $310 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 11 $284 <0.01% 0 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 10 $258 <0.01% -10 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 5 $129 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4 $105 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $103 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4 $103 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $67 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $52 <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1 $26 <0.01% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 0 $4 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.