Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,795 $162K 0.01% +616 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 16,448 $159K <0.01% 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 16,324 $158K 0.01% +1,518 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,891 $153K 0.04% 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 15,766 $152K <0.01% +100 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,471 $149K <0.01% -1,240 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,471 $149K 0.01% +1,742 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,526 $140K 0.01% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,235 $137K 0.04% +1,262 13F-HR/A Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 14,057 $136K 0.03% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 13,912 $134K 0.05% -2,472 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 13,316 $128K 0.03% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,155 $127K <0.01% +2,379 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 12,693 $122K <0.01% +1,354 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,555 $121K 0.04% +193 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,448 $120K <0.01% +227 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,150 $117K 0.03% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 11,920 $115K 0.06% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 11,852 $114K 0.07% -2,000 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,639 $114K <0.01% +1,134 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,667 $113K <0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 11,543 $111K 0.01% -4,919 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,491 $111K <0.01% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 11,468 $111K 0.05% -697 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 11,460 $111K 0.05% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,442 $110K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,375 $110K 0.01% -839 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,334 $109K 0.02% +88 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,232 $108K <0.01% -807 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,154 $108K <0.01% +279 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 11,151 $108K <0.01% +997 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,141 $107K <0.01% 0 13F-HR/A Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 11,400 $107K <0.01% -4,566 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 11,100 $107K 0.08% +700 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,007 $106K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,876 $105K <0.01% -286 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,750 $104K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,613 $102K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,276 $99.2K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,295 $99K <0.01% +1,017 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,009 $96.6K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,000 $96.5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,525 $82.3K <0.01% -20 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7,499 $72.4K 0.04% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,795 $65.6K <0.01% +5,322 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,735 $65K <0.01% -5,489 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 6,590 $63.6K 0.01% -250 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,951 $57.4K <0.01% -1,328 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,969 $48K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,922 $47.5K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,603 $44.4K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,569 $44.1K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,537 $43.8K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,350 $42K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,232 $40.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,806 $36.7K <0.01% -520 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,598 $34.7K <0.01% +14 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,500 $33.8K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,206 $30.2K <0.01% +956 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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More: the full row for TD Waterhouse Canada Inc. 517 $4.99K <0.01% +500 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 500 $4.83K <0.01% -44,183 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 464 $4.48K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10 $4.22K <0.01% +2 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 243 $2.35K <0.01% +47 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 234 $2.26K <0.01% +179 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 208 $2.01K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 205 $1.98K <0.01% +142 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 204 $1.97K <0.01% -124 13F-HR Timeline Group IMA Advisory Services, Inc. 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More: the full row for North Star Investment Management Corp. 57 $550 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 54 $521 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 53 $512 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 52 $501 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 39 $376 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 37 $357 <0.01% -1,416 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 36 $348 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 33 $319 <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 24 $232 <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 23 $222 <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 22 $221 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 21 $203 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 20 $193 <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 15 $145 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $97 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7 $68 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $10 <0.01% new 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 50 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.