Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,043 $319K 0.04% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,030 $318K 0.03% +1,685 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,994 $316K 0.03% +1,064 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,935 $313K <0.01% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,889 $308K 0.14% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,817 $307K 0.02% +1,217 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,800 $306K 0.01% 0 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,755 $304K 0.05% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,720 $302K 0.21% +70 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,680 $300K <0.01% +79 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,610 $296K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,400 $285K 0.01% +900 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,239 $277K 0.01% -691 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,217 $275K <0.01% new 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,178 $273K 0.07% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,169 $273K <0.01% +1,115 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,911 $259K <0.01% -191 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,784 $253K 0.07% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,759 $251K 0.02% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,740 $250K 0.1% +200 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,664 $246K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,663 $246K 0.02% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,618 $246K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,650 $246K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,600 $243K 0.01% +1,750 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 4,551 $240K 0.25% 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,430 $235K 0.11% -1,051 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 4,400 $232K 0.14% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,396 $232K 0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,332 $229K 0.02% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,308 $227K 0.1% new 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 4,273 $226K 0.06% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,125 $217K 0.01% -7,925 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,115 $217K <0.01% new 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,050 $214K 0.03% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,000 $213K 0.03% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,942 $208K 0.12% -473 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,883 $205K 0.01% -6,217 13F-HR Timeline Group Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 3,865 $204K 0.18% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,800 $201K <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,758 $198K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,728 $197K <0.01% +205 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,653 $193K <0.01% +81 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,139 $166K 0.06% +25 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 3,065 $162K 0.08% +226 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,000 $158K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,663 $141K 0.01% +1,563 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,521 $133K <0.01% +586 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,476 $131K <0.01% +1,582 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,365 $125K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,305 $122K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,170 $115K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,626 $85.9K <0.01% +72 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,350 $71.3K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,098 $58K 0.04% +615 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $52.8K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 719 $38K <0.01% +676 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 651 $34.4K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 580 $30.6K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 576 $30.4K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 491 $25.9K 0.01% +4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 400 $21.1K 0.02% 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 400 $20.8K 0.03% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 300 $15.8K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 245 $12.9K <0.01% +5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 228 $12K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 200 $11K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 200 $10.6K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 150 $8K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 138 $7.29K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $5.28K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 96 $5.07K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $4.22K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 54 $2.85K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $2.64K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 31 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25 $1.32K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 18 $950 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $106 <0.01% 0 13F-HR Timeline