Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,098 $312K 0.26% +13 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,023 $307K <0.01% -10,525 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,919 $301K 0.06% -4,035 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,833 $296K 0.01% -52 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,700 $287K 0.06% +9 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,689 $287K 0.01% new 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,634 $283K 0.03% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,586 $280K 0.35% +186 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,559 $279K <0.01% +2 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,522 $277K 0.03% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,510 $276K <0.01% -250 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 4,440 $272K 0.09% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,415 $270K 0.01% +60 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,410 $270K 0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 4,163 $255K 0.12% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 4,140 $253K 0.02% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,120 $252K 0.07% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,101 $251K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,000 $245K <0.01% -200 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 4,000 $245K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,977 $243K <0.01% -48 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,946 $241K <0.01% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,919 $240K <0.01% 0 13F-HR Timeline Group Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,830 $234K 0.06% +5 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,800 $232K 0.03% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,800 $232K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,794 $232K <0.01% +2,290 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,690 $232K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,772 $231K 0.09% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,720 $228K 0.07% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,690 $226K 0.04% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,677 $225K <0.01% -50 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,627 $222K 0.13% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,639 $221K <0.01% +2,051 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 278 $211K 0.01% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,433 $210K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,400 $208K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,400 $208K 0.02% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,350 $205K 0.07% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,315 $203K 0.03% +15 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 3,276 $200K 0.08% -367 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,873 $176K 0.02% -5,295 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,811 $172K <0.01% -3,607 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,775 $170K 0.06% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,766 $169K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,581 $158K <0.01% +1,489 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,513 $154K 0.01% -2,217 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,501 $153K 0.12% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,500 $153K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,415 $148K <0.01% -92 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,136 $130K 0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,062 $126K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,872 $114K 0.01% -125 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,805 $110K 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. 1,658 $101K <0.01% -771 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,636 $101K 0.02% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,586 $97K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,500 $91.7K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,476 $90.3K <0.01% -9,146 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,400 $85.6K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,394 $85.2K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,348 $82.4K 0.01% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,335 $81.6K 0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,284 $78.5K <0.01% -1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,278 $78.2K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,150 $70.3K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,069 $65.4K 0.01% +7 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $61.2K 0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,000 $61.2K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 992 $60.7K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 980 $59.9K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 966 $58.4K 0.03% -1,324 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 951 $58.2K 0.01% +587 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 841 $51.4K <0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 810 $50K <0.01% +187 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 800 $48.9K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 760 $46K 0.01% 0 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 718 $44K <0.01% +562 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 718 $43.9K <0.01% -140 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 714 $43.7K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 685 $41.9K <0.01% -3,184 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 645 $39.5K <0.01% -97 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 602 $36.8K <0.01% -4 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 594 $36.3K <0.01% +294 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 582 $35.6K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 570 $34.9K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 526 $32.2K 0.01% +3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 520 $31.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 520 $31.8K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 500 $30.6K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 463 $28.3K 0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 450 $27.5K <0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 429 $26.2K <0.01% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 427 $26.1K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 412 $25.2K <0.01% +16 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 405 $24.8K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 404 $24.7K 0.01% +2 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 386 $23.6K <0.01% +2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 385 $23.5K 0.02% +2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 380 $23.2K <0.01% -147 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 352 $21.5K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 351 $21.4K 0.01% +4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 338 $20.7K <0.01% -110 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 300 $18.3K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 295 $18K <0.01% -75 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 291 $17.8K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 290 $17.7K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 270 $16.5K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 246 $15K <0.01% -51 13F-HR Timeline MOTCO More: the full row for MOTCO 245 $14.8K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 232 $14.3K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 228 $13.9K <0.01% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 220 $13.5K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 200 $12.2K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 199 $12.2K 0.01% +1 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 192 $11.7K 0.01% 0 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 190 $11.5K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 182 $11.1K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 180 $11K <0.01% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 150 $9.17K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 142 $8.66K <0.01% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 130 $7.95K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 116 $7.09K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 114 $6.97K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 102 $6.24K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 95 $5.81K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 92 $5.63K <0.01% +48 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 88 $5.38K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 80 $4.89K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 78 $4.77K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 77 $4.73K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 72 $4.4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 72 $4.4K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 59 $3.61K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 52 $3.18K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 52 $3.18K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 44 $2.67K <0.01% 0 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 40 $2.45K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,223 $1.22K <0.01% +1,203 13F-HR/A Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 15 $948 <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10 $612 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $428 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $131 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $122 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2 $122 <0.01% -2 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $47 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.