Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,599 $350K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,556 $346K 0.13% +245 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,553 $346K 0.03% +341 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,546 $346K 0.09% +930 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,533 $345K 0.28% -143 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,474 $340K <0.01% +441 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,430 $337K 0.07% new 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,420 $336K 0.11% +76 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,414 $336K <0.01% -964 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,411 $335K 0.01% +498 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,385 $333K 0.09% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,302 $327K 0.21% -17 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,270 $325K 0.02% -3,733 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,259 $324K <0.01% -2,920 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,239 $322K 0.08% -133 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,179 $318K 0.01% -45,907 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,162 $316K 0.13% -137 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,125 $314K 0.01% +1,091 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,110 $313K 0.03% +6 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 4,109 $312K 0.08% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,103 $312K 0.01% +571 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,070 $310K 0.27% -1 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,058 $309K 0.07% +69 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,051 $308K 0.08% -191 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,022 $306K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,943 $300K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,926 $299K 0.01% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,862 $294K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,856 $293K 0.05% -383 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,835 $292K 0.05% -397 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 3,792 $288K 0.01% +471 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,767 $286K <0.01% +1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,751 $285K 0.01% +47 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,748 $285K 0.01% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,744 $285K 0.01% new 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 3,710 $282K 0.46% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,651 $278K 0.01% -1,019 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 3,648 $277K 0.12% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,620 $275K 0.04% -847 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,618 $275K 0.04% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,576 $272K 0.09% -8 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,491 $265K <0.01% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,483 $265K 0.22% -560 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,467 $264K 0.01% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,437 $261K 0.2% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,400 $259K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,325 $253K <0.01% new 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,298 $251K 0.16% -360 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,298 $251K 0.14% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,258 $248K 0.2% +28 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,253 $247K 0.21% -100 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,222 $245K 0.09% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,208 $244K 0.05% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,195 $243K <0.01% -1,550 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,193 $243K 0.05% -26 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,708 $239K 0.02% -75 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,135 $238K 0.03% new 13F-HR Timeline Group Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,125 $238K 0.04% +1 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,112 $237K <0.01% -1,392 13F-HR Timeline Group ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 3,095 $235K 0.18% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,084 $235K <0.01% +2,135 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,072 $234K 0.02% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,042 $231K <0.01% new 13F-HR/A Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,001 $228K 0.01% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,975 $226K 0.05% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,871 $218K 0.01% new 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,849 $217K 0.19% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,828 $215K 0.03% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,796 $213K 0.03% +20 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,784 $212K 0.08% new 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,780 $211K 0.02% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,739 $208K 0.19% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,649 $201K <0.01% -2,307 13F-HR Timeline Group Trust Co More: the full row for Trust Co 2,641 $201K 0.02% -66 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,582 $196K <0.01% +1,865 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,327 $177K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,195 $167K 0.02% +567 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,597 $121K 0.01% +83 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,569 $119K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,547 $118K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,531 $116K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,486 $113K 0.01% +604 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,436 $109K 0.01% -305 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,425 $108K 0.03% +464 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,240 $94.4K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,204 $91.5K 0.01% +84 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,147 $87.2K 0.03% -20 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,133 $86.2K 0.02% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,074 $81.6K 0.04% -2,403 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,040 $79.1K <0.01% -4,638 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 932 $70.7K <0.01% +132 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 900 $68.4K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 862 $65.5K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 852 $64.8K <0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 846 $64.3K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 836 $63.6K 0.02% +480 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 835 $63K 0.01% 0 13F-HR/A Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 810 $61.6K 0.02% +8 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 785 $59.7K 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 $59.1K <0.01% 0 13F-HR/A Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 723 $55K 0.01% -723 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 602 $45.8K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 592 $45K 0.04% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 560 $42.6K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 536 $40.8K <0.01% -344 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 511 $38.9K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 462 $35.1K <0.01% +460 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 437 $33.2K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 430 $32.7K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 430 $32.7K 0.02% -5 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 417 $31.7K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 382 $29.1K <0.01% +6 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 358 $27.2K <0.01% +121 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 347 $26.4K <0.01% -185 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 335 $25.5K <0.01% +315 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 323 $24.6K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 277 $21.1K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 273 $21K <0.01% +140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 272 $20.7K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 260 $19.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 254 $19.3K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 248 $18.9K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 241 $18.3K <0.01% 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 217 $16.5K <0.01% +215 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 200 $15.2K <0.01% -327 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 198 $15K <0.01% +105 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 192 $14.6K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 167 $12.7K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 166 $12.6K <0.01% +89 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 149 $11.3K <0.01% -2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 143 $10.9K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 140 $10.6K <0.01% new 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 85 $6.46K <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 85 $6.46K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 80 $6.11K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 66 $5K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 63 $4.91K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 64 $4.87K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 64 $4.87K <0.01% -3 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 63 $4.78K <0.01% 0 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 55 $4.18K 0.09% +6 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 54 $4.12K <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 45 $3.42K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44 $3.35K <0.01% -19 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 43 $3.24K <0.01% -446 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $2.86K <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 $2.51K <0.01% 0 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 30 $2.28K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 25 $1.9K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 19 $1.45K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 10 $760 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9 $684 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $456 <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5 $381 <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 $228 <0.01% 0 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2 $153 <0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1 $60 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1 $58 <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.