Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,704 $255K 0.01% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,658 $252K 0.21% +84 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,648 $251K 0.12% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,618 $249K 0.04% 0 13F-HR/A Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,616 $249K 0.07% -422 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,584 $247K 0.09% +240 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,532 $243K 0.01% -290 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,491 $240K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,477 $240K 0.1% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,353 $231K 0.22% +125 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,321 $229K 0.01% 0 13F-HR Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,298 $227K 0.15% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,233 $223K 0.01% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,222 $222K 0.09% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,219 $222K 0.05% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,208 $221K 0.05% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,207 $221K 0.14% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,124 $215K 0.04% -384 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 3,095 $213K 0.18% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,086 $213K 0.02% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,072 $212K 0.02% -632 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,034 $209K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,230 $208K 0.19% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,011 $207K <0.01% -666 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,001 $207K 0.01% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,977 $205K 0.02% +693 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,949 $203K 0.23% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,923 $201K 0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,827 $195K 0.03% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,776 $191K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,707 $186K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,687 $185K <0.01% +346 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,557 $176K 0.01% +385 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,327 $160K 0.02% +1,777 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,741 $120K 0.01% -465 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,653 $114K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,628 $112K 0.01% +254 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,569 $108K <0.01% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,547 $107K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,514 $104K 0.01% -9,437 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,446 $99.6K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,240 $85.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,228 $84.6K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,167 $80.4K 0.03% -208 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,133 $78.1K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,120 $77.2K 0.01% +57 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,065 $73.4K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 961 $66K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 949 $65.4K <0.01% -226 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 900 $62K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 882 $61.2K 0.01% +3 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 880 $60.6K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 852 $58.7K <0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 846 $58.3K 0.02% -127 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 800 $55.2K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 802 $55.2K 0.02% -386 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 800 $55.1K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 785 $54.1K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 778 $53.6K <0.01% +515 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 835 $53K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 717 $49.5K <0.01% -139 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 602 $41.5K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 560 $38.6K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 532 $36.6K <0.01% +349 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 527 $36.3K 0.01% +404 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 521 $35.9K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 511 $35.2K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 489 $33.7K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 437 $30.1K 0.01% -200 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 435 $30K 0.02% -56 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 417 $28.7K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 376 $25.9K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 356 $24.5K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 323 $22.3K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 318 $21.9K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 288 $19.8K 0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 272 $18.7K 0.01% +95 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 260 $17.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 248 $17.1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 245 $16.9K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 241 $16.6K <0.01% 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 237 $16.3K <0.01% +230 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 192 $13.2K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 167 $11.5K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 151 $10.4K <0.01% +54 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 143 $9.85K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 133 $9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 117 $8.06K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 93 $6.43K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 85 $5.86K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 80 $5.51K <0.01% +41 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 77 $5.35K <0.01% new 13F-HR/A Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 71 $4.9K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 67 $4.62K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 65 $4.48K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 64 $4.44K <0.01% 0 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 63 $4.37K <0.01% 0 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 54 $3.72K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 49 $3.38K 0.06% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 45 $3.14K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 63 $3.03K <0.01% +19 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 41 $2.82K <0.01% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 37 $2.55K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 35 $2.41K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 34 $2.34K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 33 $2.27K <0.01% 0 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 30 $2.07K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 25 $1.72K <0.01% -4 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 23 $1.58K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 20 $1.38K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20 $1.38K <0.01% +5 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 19 $1.31K <0.01% +18 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 10 $689 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9 $620 <0.01% +4 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5 $345 <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3 $207 <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2 $138 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2 $124 <0.01% -2,461 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1 $70 <0.01% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1 $54 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1 $52 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -911 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 178,042 $31.3M +69,442 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.