TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,644 $130K <0.01% +685 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,637 $129K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,552 $122K 0.04% -99 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,545 $122K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,521 $120K 0.01% -317 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,500 $118K 0.03% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,484 $117K 0.01% -93 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,950 $111K 0.03% new 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,360 $107K 0.16% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,359 $107K 0.03% -938 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,300 $102K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,233 $97K 0.05% +1,149 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,120 $88.1K <0.01% +122 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,098 $86.4K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,071 $84.3K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,021 $80.4K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 994 $78.2K 0.07% +425 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 991 $78K 0.04% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 958 $75.4K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 946 $74.4K <0.01% -70 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 917 $72.2K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 884 $69.5K 0.01% -85 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 851 $66.9K <0.01% 0 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 838 $65.9K 0.02% -1,044 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 787 $61.9K <0.01% -25 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 744 $58.5K 0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 736 $57.9K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 735 $57.8K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 730 $57.4K 0.02% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 709 $55.8K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 702 $55.2K 0.01% +512 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 698 $54.9K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 583 $45.9K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 547 $43K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 538 $42.3K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 522 $41.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 508 $40.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 506 $39.8K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 485 $38.1K 0.03% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 473 $37.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 430 $33.8K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 421 $33.1K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 414 $32.6K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 408 $32.1K <0.01% -63 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 389 $30.6K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 374 $29.4K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 370 $29.1K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 362 $28.5K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 360 $28.3K 0.02% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 366 $28.2K 0.02% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 342 $26.9K 0.02% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 340 $26.7K 0.12% -1,000 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 337 $26.5K 0.04% 13F-HR/A Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 311 $24.4K <0.01% -8 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 314 $24K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 299 $23.5K 0.01% -137 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 289 $22.7K 0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 284 $22.3K 0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 275 $21.6K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 275 $21.6K <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) 254 $20K <0.01% +235 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 217 $17.1K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 216 $17K 0.01% +16 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 210 $16.5K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 172 $16K <0.01% -36 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 202 $15.9K <0.01% +43 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 197 $15.5K <0.01% +74 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 191 $15K 0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 188 $14.8K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 186 $14.6K <0.01% -1,184 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 185 $14.6K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 179 $14.2K <0.01% -238 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 176 $13.8K <0.01% +19 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 176 $13.8K <0.01% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 149 $11.7K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 147 $11.6K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 164 $11.1K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 138 $11K <0.01% -62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 137 $10.8K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 129 $10.1K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 128 $10.1K <0.01% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 129 $10K 0.01% -2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 124 $9.75K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 117 $9.2K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 116 $9.12K <0.01% +4 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 115 $9.08K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 112 $9K <0.01% -4,367 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 103 $8.1K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 103 $8K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $7.87K 0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 91 $7.19K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 90 $7.08K <0.01% -108 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 87 $6.85K <0.01% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 78 $6.13K <0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 75 $5.9K 0.01% 13F-HR/A Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 73 $5.74K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 71 $5.58K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 69 $5.43K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 68 $5.35K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 60 $4.72K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 58 $4.56K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 50 $3.96K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 50 $3.96K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 50 $3.94K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 49 $3.85K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 48 $3.78K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 46 $3.62K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 45 $3.54K <0.01% new 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 39 $3.1K <0.01% -94 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 44 $3K <0.01% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 38 $2.99K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 38 $2.99K <0.01% +15 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 37 $2.91K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 32 $2.52K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 32 $2.52K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 31 $2.44K <0.01% +1 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 22 $1.73K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 20 $1.57K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7 $551 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6 $472 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $315 <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4 $315 <0.01% 0 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -725 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.