NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 586 $46.5K <0.01% -7,104 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 582 $46.2K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 546 $43.4K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 544 $43.2K <0.01% -7 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 532 $42.3K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 520 $41.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 476 $37.8K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 454 $36.1K 0.01% -15 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 452 $35.9K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 450 $35.7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 450 $35.7K 0.01% +46 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 449 $35.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 414 $32.9K <0.01% -136 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 396 $31K 0.05% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 382 $30.3K <0.01% +17 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 380 $30.2K 0.07% +165 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 351 $27.9K <0.01% -4,402 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 340 $27K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 314 $25.6K 0.01% +10 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 294 $23.4K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 289 $23K <0.01% +39 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 281 $22.3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 283 $22K <0.01% -21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 300 $21.4K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 268 $21.3K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 265 $21K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 262 $20.8K <0.01% +157 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 255 $20.3K <0.01% +147 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 252 $20K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 250 $19.9K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 246 $19.5K 0.01% +20 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 236 $18.7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 235 $18.7K <0.01% 0 13F-HR/A Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 232 $18.4K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 230 $18.3K <0.01% +30 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 227 $18K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 218 $17.3K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 217 $17.2K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 194 $16.8K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 210 $16.7K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 188 $15.9K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 163 $12.9K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 160 $12.7K <0.01% -6 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 152 $12.1K <0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 150 $11.9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 139 $11K <0.01% 0 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 139 $11K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 126 $10K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 110 $8.79K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 109 $8.66K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 108 $8.58K <0.01% +44 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 101 $8.32K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $7.94K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 100 $7.94K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 88 $6.99K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 70 $6K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 73 $5.8K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 73 $5.8K <0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 72 $5.72K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 72 $5.72K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 70 $5.56K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 61 $4.84K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 60 $4.76K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 59 $4.69K <0.01% +54 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 58 $4.68K <0.01% -713 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 57 $4.53K <0.01% +16 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 57 $4.53K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 55 $4.37K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 51 $4.05K <0.01% -4,763 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 50 $3.97K <0.01% +10 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $3.97K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 47 $3.73K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 47 $3.73K <0.01% -554 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 44 $3.5K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 42 $3.34K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 42 $3.34K <0.01% -267 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 41 $3.26K <0.01% +21 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 49 $3K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 36 $2.86K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 36 $2.86K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 35 $2.78K <0.01% -40 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 32 $2.54K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 27 $2.14K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 26 $2.06K <0.01% +5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 20 $2K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 25 $1.99K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21 $1.67K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 20 $1.59K <0.01% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 20 $1.59K <0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 17 $1.35K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $1K <0.01% +10 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 12 $954 <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 9 $715 <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 9 $715 <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6 $464 <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 4 $318 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4 $318 <0.01% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 3 $238 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $79 <0.01% 0 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 1 $71 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.