Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,600 $271K 0.06% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,488 $267K 0.06% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,871 $245K 0.1% -176 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,870 $245K <0.01% -5,093 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,623 $236K 0.06% -38 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,450 $230K 0.02% -500 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,233 $222K 0.05% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,230 $222K 0.02% +6,224 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,197 $221K 0.02% -206 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,196 $221K 0.03% -151,443 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,132 $219K 0.07% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,087 $217K <0.01% -549 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,000 $214K 0.14% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,988 $213K 0.01% -6,498 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,826 $208K 0.13% -2,586 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,749 $205K 0.01% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,629 $201K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,442 $194K <0.01% +95 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,582 $163K 0.02% +3,838 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,351 $155K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,176 $149K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,055 $145K <0.01% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,958 $141K 0.02% +3,673 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,741 $133K <0.01% +27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,506 $125K <0.01% +1,007 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 2,841 $104K <0.01% +312 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,516 $89.7K 0.03% -2,718 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,414 $86.1K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,398 $85.5K 0.01% -149 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,332 $83.2K 0.02% -250 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,216 $79K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,143 $76.4K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,095 $74.7K <0.01% +40 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,623 $57.9K 0.03% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 1,491 $53.2K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,417 $50.5K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,409 $50.2K <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. 1,356 $48.3K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,317 $47K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,216 $43.4K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,205 $43K 0.01% new 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,174 $41.8K <0.01% -2,720 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,158 $41.3K 0.01% -48 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,136 $40.5K <0.01% +364 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 983 $35K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 948 $33.8K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 902 $32.2K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 949 $31.6K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 883 $31.5K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 723 $25.8K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 629 $22.4K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 569 $20.3K 0.01% -65 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 475 $16.9K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 440 $15.7K <0.01% +2 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 436 $15.5K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 392 $14K 0.01% -392 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 381 $13K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 358 $12.8K 0.01% new 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 338 $12K 0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 337 $12K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 317 $11.3K <0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 306 $10K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 266 $9.47K <0.01% +2 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 259 $9.22K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 226 $8.06K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 222 $7.92K <0.01% +41 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 202 $7.21K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 200 $7.13K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 197 $7.02K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 159 $5.67K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 144 $5K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 129 $4.58K <0.01% +1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 123 $4.38K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 74 $2.64K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 69 $2.61K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 62 $2.2K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 56 $2K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 54 $1.93K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $1.39K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 34 $1.21K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 29 $1.03K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 28 $998 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 23 $820 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 22 $784 <0.01% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4 $143 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -897 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.