HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 263 $54K <0.01% -108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 239 $49.4K <0.01% +9 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 233 $48.2K <0.01% -7 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 226 $46.7K <0.01% +3 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 226 $46.7K 0.06% -113 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 194 $40.1K 0.03% +193 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 175 $36.2K 0.03% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 170 $35.2K <0.01% +54 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 148 $30.6K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 136 $29.2K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 137 $28.3K <0.01% +109 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 132 $27.3K <0.01% +96 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 130 $26.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 128 $26.5K <0.01% +122 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 118 $24.4K <0.01% -5 13F-HR Timeline Security National Bank More: the full row for Security National Bank 111 $22.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 108 $22.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 102 $21.1K <0.01% -272 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 102 $21.1K <0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 100 $20.7K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 98 $20.3K <0.01% -7 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 92 $19K <0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 92 $19K <0.01% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 88 $18.2K 0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 87 $18K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 85 $17.6K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 82 $16.9K <0.01% -23 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 79 $16.7K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 80 $16.5K 0.01% +62 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 68 $14.1K <0.01% +6 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 67 $13.8K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 60 $12.4K <0.01% -25 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 56 $11.6K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 53 $11K <0.01% +9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 48 $9.92K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 47 $9.78K <0.01% +4 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 46 $9.51K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 46 $9.44K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 45 $9.3K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 45 $9K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 41 $8.48K <0.01% +7 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 35 $7.23K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 33 $6.82K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 31 $6.41K <0.01% +25 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 29 $5.99K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 26 $5.71K 0.05% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 24 $4.96K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 20 $4.93K 0.03% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $4.75K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 21 $4.34K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 21 $4.34K <0.01% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,200 $4.13K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19 $3.93K <0.01% -115 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $3.72K <0.01% -4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $3.31K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 14 $2.89K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $2.5K <0.01% -11 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10 $2.07K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9 $1.86K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7 $1.51K <0.01% -5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6 $1.24K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $1.24K <0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $1.24K <0.01% -4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5 $1.04K <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5 $1.03K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4 $1K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $1K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $829 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $828 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $827 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $827 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $827 <0.01% -12 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4 $827 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $621 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3 $621 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $621 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $621 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $620 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2 $423 <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $414 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $414 <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2 $413 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $207 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $207 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $149 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.