Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,470 $438K 0.03% -636 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 9,452 $437K 0.24% +195 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 9,422 $436K 0.29% -5,386 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,411 $435K 0.03% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 9,326 $431K 1.96% -1,475 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 9,307 $430K 0.12% -204 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 9,172 $424K 0.32% +61 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 9,077 $420K 0.27% +152 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 9,006 $416K 0.49% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,038 $415K 0.04% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,872 $410K 0.01% +1,134 13F-HR Timeline Group Freestate Advisors LLC More: the full row for Freestate Advisors LLC 8,834 $408K 0.33% +31 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,790 $406K 0.04% +1,078 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,764 $405K 0.01% +631 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,660 $400K <0.01% -19 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,612 $398K 0.24% -188 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,592 $397K 0.08% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,536 $395K 0.04% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,507 $393K 0.01% +62 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,500 $393K 0.08% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,472 $392K 0.04% +150 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,298 $384K 0.01% -141 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,856 $384K 0.03% -1,886 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 8,284 $383K 0.03% -520 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,998 $370K 0.05% -2,600 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 7,724 $357K 0.23% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,518 $348K 0.03% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,459 $345K 0.01% -203 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,428 $343K <0.01% -21,308 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 7,401 $342K 0.17% -778 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,379 $341K 0.07% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,333 $339K 0.24% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,267 $336K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 7,230 $334K 0.25% -1,100 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,220 $334K 0.31% -1,210 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,165 $331K 0.02% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 7,096 $328K 0.05% new 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 6,689 $328K 0.31% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,072 $327K 0.22% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,924 $320K <0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,884 $318K 0.01% +35 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,854 $317K <0.01% -1,546 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,854 $317K <0.01% -469 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,831 $316K 0.08% +70 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,721 $311K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,696 $310K 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,656 $308K 0.01% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,617 $306K 0.03% -3,324 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,612 $306K <0.01% +1,653 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,587 $305K <0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,586 $304K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,541 $302K 0.06% +1,181 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 6,471 $299K 0.15% 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 6,415 $297K 0.09% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,370 $294K 0.08% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,336 $293K <0.01% 0 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 6,332 $293K 0.26% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,307 $292K 0.09% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,293 $291K 0.03% -1,390 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,271 $290K 0.02% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,200 $287K 0.18% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,173 $285K 0.16% -13,437 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 6,136 $284K 0.06% -3,153 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,078 $281K 0.05% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,892 $272K 0.07% -87 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,479 $271K 0.03% -2,548 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,777 $267K 0.06% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,777 $267K 0.05% -51 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 5,757 $266K 0.05% 0 13F-HR Timeline Group Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 5,709 $264K 0.06% -803 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,630 $260K <0.01% -710 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5,588 $258K 0.08% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,579 $258K 0.05% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,552 $257K <0.01% -567 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,490 $254K 0.03% -8,632 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,447 $252K 0.1% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,441 $252K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,421 $251K 0.08% +124 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,402 $250K 0.02% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,318 $246K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,286 $244K 0.01% -1,200 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,253 $243K 0.08% -78 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,249 $243K 0.02% -229 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,203 $241K 0.01% -63 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,182 $240K 0.08% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,174 $239K 0.01% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,167 $239K 0.01% 0 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,106 $236K <0.01% -5,628 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,089 $235K <0.01% -444 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,074 $235K <0.01% new 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,021 $232K 0.14% -347 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,975 $230K 0.05% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,958 $229K 0.01% -175 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,933 $228K 0.01% -57 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,896 $226K 0.02% -3,401 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,895 $226K 0.05% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,863 $225K <0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,837 $224K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,796 $222K <0.01% -103 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,770 $221K 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,757 $220K 0.02% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,689 $217K 0.14% +31 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 4,658 $215K 0.11% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,636 $214K 0.01% -229 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 4,601 $213K 0.15% -477 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,586 $212K <0.01% -171 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,560 $211K 0.1% -2 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,548 $210K <0.01% -631 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,493 $208K <0.01% -99 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,437 $205K 0.04% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,503 $202K 0.23% -6,411 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,327 $200K 0.14% -2,152 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 4,299 $199K 0.01% -4,386 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,185 $193K 0.03% +72 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,851 $178K new Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,571 $165K <0.01% +321 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 3,484 $161K 0.07% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,252 $150K <0.01% +1,265 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,171 $147K 0.01% +711 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,006 $139K <0.01% -6,500 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 2,907 $134K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,888 $133K 0.02% +19 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,767 $128K 0.09% -184 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,534 $117K 0.01% -74 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,264 $105K 0.07% -1,572 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,174 $101K 0.01% -325 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,149 $99.3K 0.05% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,070 $95.7K <0.01% 0 13F-HR/A Timeline Group MOTCO More: the full row for MOTCO 1,995 $92.2K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,992 $92.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,950 $90.1K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,911 $88.3K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,746 $80.7K 0.03% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,557 $72K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,485 $68.7K <0.01% +1,485 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,450 $67K <0.01% -306 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,450 $67K 0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,410 $65.2K 0.01% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,385 $64K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,360 $62.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,287 $62.7K 0.01% -118 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,343 $62.1K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,268 $58.6K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,226 $56.7K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,173 $54.2K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,132 $53.1K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,146 $53K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,143 $52.8K 0.03% +947 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,095 $49.1K <0.01% +15 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,039 $48.1K <0.01% -7 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 986 $45.6K <0.01% -257 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 880 $40K 0.02% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 760 $35.1K <0.01% +691 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 769 $35K 0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 750 $34.7K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 686 $31.7K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 669 $30.9K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 648 $30K 0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 609 $28.2K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 553 $25.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 537 $24.8K <0.01% -37,541 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 520 $24K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 515 $23.8K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 500 $23.1K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 488 $22.6K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 479 $22.1K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 413 $19.1K 0.01% -563 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 413 $19.1K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 398 $18.4K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 399 $18K <0.01% -274 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 346 $16K <0.01% +49 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 331 $15.3K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 328 $15.2K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 300 $13.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 293 $13.6K <0.01% +107 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 292 $13.5K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 289 $13.4K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 260 $12K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 241 $11.1K <0.01% -588 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 240 $11.1K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 236 $10.9K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 223 $10.3K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 212 $9.8K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 210 $9.71K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 201 $9.29K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 192 $9K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 170 $7.86K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 168 $7.77K <0.01% -3,267 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 154 $7.12K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 150 $6.93K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 127 $5.87K <0.01% +63 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 125 $5.78K <0.01% -2,109 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 122 $5.64K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 118 $5.46K <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 114 $5.27K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 111 $5.13K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 96 $4.44K <0.01% new 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 91 $4.21K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 90 $4.16K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 74 $3.42K <0.01% -37 13F-HR Timeline