IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,656 $344K 0.03% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,653 $344K 0.1% +418 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,632 $340K 0.02% +448 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,622 $338K <0.01% -2,547 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,600 $337K 0.03% -114 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,601 $333K <0.01% +259 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,595 $332K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,560 $325K 0.01% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,557 $324K 0.04% -1,295 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,341 $323K 0.02% -3 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,552 $323K 0.01% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,266 $323K 1.07% -1,640 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,362 $322K 0.01% +102 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,538 $320K <0.01% +358 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,535 $319K <0.01% +93 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,532 $319K 0.04% +73 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,523 $317K 0.04% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,519 $316K 0.01% +200 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,510 $314K 0.07% +876 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,508 $314K 0.01% +154 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,501 $312K <0.01% 0 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,487 $309K 0.05% +591 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,483 $309K 0.08% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,444 $300K 0.02% +14 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,440 $300K 0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,426 $297K <0.01% -2,522 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,424 $296K 0.09% -250 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,420 $295K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,408 $293K 0.01% -180 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,400 $291K +336 Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,397 $291K 0.1% +153 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,372 $285K <0.01% -84 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,363 $283K 0.02% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,358 $282K 0.05% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,339 $282K 0.05% -96 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,346 $280K <0.01% +366 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,343 $280K 0.01% +83 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,320 $275K 0.04% -10 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,320 $275K 0.29% +2 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 5,447 $273K 0.5% new 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,301 $271K 0.23% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,298 $270K 0.12% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,298 $270K 0.08% +147 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,296 $270K 0.19% -141 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,258 $269K 0.03% +180 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,280 $267K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,261 $262K 0.06% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,254 $261K <0.01% +217 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 964 $258K 0.01% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,037 $258K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,211 $252K 0.02% -51 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,199 $249K 0.02% -10 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,188 $247K <0.01% +8 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,185 $247K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,170 $243K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,156 $240K 0.03% +2 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 1,122 $233K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,118 $233K 0.01% -1,438 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,116 $232K 0.01% +1 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,114 $232K 0.05% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,097 $228K 0.01% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,092 $227K 0.03% +8 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,088 $226K 0.02% +2 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,085 $226K <0.01% 0 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,077 $224K 0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,059 $220K 0.15% -6 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,058 $220K 0.07% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,045 $217K 0.06% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,028 $216K 0.01% +30 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,036 $216K 0.08% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,034 $215K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,031 $214K 0 Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,028 $214K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,022 $213K 0.08% 0 13F-HR/A Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,013 $211K 0.14% -736 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 1,005 $209K 0.12% +81 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,000 $208K 0.01% +100 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 993 $207K 0.03% -60 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 986 $205K 0.01% -101 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 975 $203K <0.01% +70 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 972 $202K 0.12% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 969 $202K 0.03% +47 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 968 $202K 0.1% +1 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 968 $201K <0.01% -173 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 966 $201K 0.03% -50 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 922 $192K 0.04% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 913 $190K 0.02% -66 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 890 $185K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 876 $182K 0.02% -30 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 837 $174K 0.05% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 829 $172K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 810 $169K 0.02% -225 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 800 $166K 0.56% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 779 $162K 0.01% -101 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 760 $158K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 750 $158K 0.03% +372 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 715 $149K <0.01% -180 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 653 $136K <0.01% +518 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 648 $135K 0.02% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 643 $134K 0.12% 0 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 609 $127K 0.01% -43 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 606 $126K 0.04% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 544 $113K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 537 $112K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 533 $111K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 545 $109K <0.01% +62 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 500 $104K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 463 $96.3K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 450 $93.6K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 438 $91K <0.01% -68 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 432 $89.9K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 410 $85.3K <0.01% new 13F-HR/A Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 401 $83K 0.08% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 395 $82.2K 0.03% +152 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 359 $74.7K <0.01% +229 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 355 $73.9K <0.01% -841 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 348 $73.3K <0.01% -9 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 349 $72K 0.01% -16 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 346 $72K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 344 $71.5K <0.01% +21 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 340 $70.7K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 312 $66.6K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 317 $66K 0.07% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 310 $64.5K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $62.4K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 300 $62.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 295 $61.4K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 268 $55.8K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 265 $55.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 261 $54.3K <0.01% -118 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 260 $54.1K <0.01% -65 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 250 $52K 0.02% -250 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 240 $51.4K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 245 $51.1K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 216 $44.9K 0.02% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 210 $43.7K <0.01% -13 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 210 $43K 0.01% 0 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 206 $42.9K <0.01% +20 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 201 $41.8K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 176 $36.6K <0.01% +90 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 168 $35K <0.01% +13 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 165 $34.3K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 159 $33.1K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 144 $30K 0.09% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 138 $28.7K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 133 $28.3K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 132 $27.5K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 132 $27.4K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 114 $23.8K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 106 $22K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 83 $21.2K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 96 $19.9K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 95 $19.8K <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 89 $18.5K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 89 $18.4K <0.01% +1 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 87 $18.1K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 79 $16.4K <0.01% new 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 78 $16.2K 0.01% +15 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 77 $16K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 77 $16K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 77 $16K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 73 $15.2K <0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 73 $15.2K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 70 $14.6K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 59 $14.2K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 65 $13.5K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 57 $11.9K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 56 $11.7K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 54 $11.2K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 50 $11K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 51 $10.6K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 50 $10.4K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 49 $10.2K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 46 $9.57K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 45 $9.42K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 44 $9.17K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 32 $6.71K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 26 $6.63K <0.01% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 31 $6.45K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 31 $6.35K <0.01% +1 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 30 $6.29K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 30 $6.24K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 29 $6.03K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 30 $6K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 27 $5.62K <0.01% -2,561 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25 $5.29K <0.01% -5 13F-HR/A Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 25 $5.2K 0.02% -222 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $4.81K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23 $4.78K <0.01% -17 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 19 $3.95K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 17 $3.54K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $3.54K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16 $3.38K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 14 $2.91K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 12 $2.57K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 10 $2.08K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $1.87K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8 $1.66K <0.01% new 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $416 <0.01% 0 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0 $138 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.