BXM Wealth LLC More: the full row for BXM Wealth LLC 8,603 $440K 0.34% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,450 $432K 0.01% 0 13F-HR Timeline Group ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,213 $420K 0.28% +238 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,832 $400K 0.01% +271 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,798 $399K 0.03% -126 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,758 $397K 0.01% -41 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,743 $396K <0.01% -8,864 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,743 $396K 0.18% +549 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,616 $389K 0.03% +19 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,560 $386K 0.11% -100 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,488 $383K 0.01% -67 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,488 $383K <0.01% -605 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 7,450 $381K 0.1% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,353 $376K 0.13% +1,353 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,292 $373K 0.02% -17,815 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,227 $369K 0.07% +88 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,079 $363K <0.01% +97 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,977 $357K 0.02% +88 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,958 $356K <0.01% -849 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,843 $350K 0.01% -1,330 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,797 $347K 0.04% +27 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,603 $338K 0.04% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,515 $333K 0.01% 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,458 $330K 0.11% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6,452 $330K 0.25% 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,376 $326K 0.04% -121,955 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,354 $325K 0.14% -377 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,321 $323K 0.18% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,287 $321K 0.01% -1,338 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,173 $316K <0.01% +1,227 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,086 $311K <0.01% +267 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,000 $307K <0.01% -835 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,992 $306K 0.01% -113 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 8,000 $303K <0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,898 $302K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,870 $300K 0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,766 $295K 0.18% +40 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5,713 $292K 0.18% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,503 $281K 0.04% -245 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 5,449 $279K 0.28% +356 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,424 $277K 0.01% +263 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,364 $274K 0.02% 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 5,230 $267K 0.12% -1,563 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,132 $262K 0.08% 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,041 $258K <0.01% -614 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,985 $255K 0.03% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,942 $253K 0.02% +22 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,929 $252K 0.03% +799 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,871 $249K <0.01% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,850 $248K 0.02% +78 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,827 $247K 0.13% -278 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,800 $245K 0.01% -2,225 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,643 $237K <0.01% +4 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,596 $235K <0.01% -9,241 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,554 $233K 0.01% -349 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,545 $232K 0.01% new 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,544 $232K 0.05% +23 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4,527 $231K 0.06% -1,480 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,434 $227K 0.26% -108 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,429 $226K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,415 $226K 0.01% +120 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,382 $224K <0.01% -668 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 4,364 $223K 0.02% -169 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,310 $220K 0.01% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,255 $218K 0.04% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 132,749 $217K 0.15% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,174 $213K 0.01% -1,119 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,027 $206K 0.01% -1,260 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,922 $200K 0.15% +164 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,496 $179K 0.02% +49 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,362 $172K <0.01% +1,145 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,305 $169K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,881 $147K 0.02% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,753 $141K 0.01% +417 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,732 $140K <0.01% +489 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,443 $125K 0.06% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,205 $113K <0.01% +925 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,188 $112K 0.06% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,125 $109K <0.01% +103 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,967 $101K <0.01% +32 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,927 $98.5K <0.01% -2,049 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,910 $97.6K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,906 $97.4K 0.01% +196 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,893 $96.8K 0.04% -48 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,796 $91.8K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,776 $90.8K <0.01% +280 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,706 $87K <0.01% -18 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,669 $85.3K 0.03% +761 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,424 $72.8K <0.01% +885 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,415 $72.3K <0.01% -3,483 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,415 $72K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,332 $68.1K <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,332 $68.1K 0.02% +39 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,188 $60.7K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,076 $55K 0.02% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 987 $50.4K 0.03% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 955 $48.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 902 $46.1K <0.01% -411 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 738 $37.7K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 702 $35.9K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 635 $32.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 622 $31.8K 0.01% -1,257 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 596 $30.5K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 569 $29.1K 0.02% -20 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 480 $24.5K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 436 $22.3K <0.01% -221 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 435 $22.2K 0.01% +296 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 402 $20.6K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 349 $17.8K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 304 $15.5K 0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 286 $14.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 259 $13.2K 0.01% -259 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 250 $12.8K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 250 $12.8K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 250 $12.8K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 247 $12.6K 0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 229 $11.7K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 225 $11.5K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 220 $11.2K <0.01% +93 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 213 $10.9K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 208 $10.6K <0.01% -1,225 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 186 $9.52K <0.01% +3 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 165 $8.44K <0.01% -201 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 127 $6.49K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 126 $6.44K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 124 $6K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 116 $6K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 116 $5.92K <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 88 $4.49K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 84 $4.29K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $3.83K <0.01% -238 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 55 $2.81K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45 $2.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 40 $2.06K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 41 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22 $1.15K <0.01% -64 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 22 $1.12K <0.01% -1,906 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 22 $1.11K <0.01% -1 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 13 $665 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6 $307 <0.01% -3,611 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3 $172 <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $51 <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1 $35 <0.01% 0 13F-HR Timeline