Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 7,996 $360K 0.09% +614 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,969 $359K 0.01% +1,242 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 7,844 $353K 0.03% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 7,809 $351K 0.03% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 7,744 $348K 0.02% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,731 $348K 0.08% -8 13F-HR Timeline Trust Co More: the full row for Trust Co 7,426 $334K 0.03% +1,546 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,291 $328K <0.01% new 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,167 $322K <0.01% +336 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,123 $320K 0.01% -6 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,975 $314K <0.01% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,916 $311K 0.09% -77 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,909 $311K <0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,891 $310K 0.02% +36 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,803 $306K 0.15% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,724 $303K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,695 $301K 0.01% +1,090 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,644 $300K 0.01% -3,024 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,234 $281K 0.14% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,235 $281K 0.09% -259 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 6,348 $280K 0.07% -3,675 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,223 $280K 0.05% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,998 $270K <0.01% +1,310 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,930 $267K 0.01% -413 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,585 $251K 0.04% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 5,454 $245K 0.08% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,232 $235K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,205 $234K <0.01% -487 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,062 $229K 0.01% +417 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 5,002 $225K 0.01% +74 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,540 $205K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,461 $201K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,247 $191K <0.01% -520 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,755 $169K <0.01% -93 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,535 $159K <0.01% +2,845 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,079 $139K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,015 $136K <0.01% -26 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,908 $131K 0.01% +29 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,835 $128K 0.06% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,630 $118K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,614 $118K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,943 $87.4K <0.01% -318 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,889 $83.6K 0.05% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,771 $79.7K <0.01% -1,271 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,674 $75.1K <0.01% +153 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,504 $67.7K 0.03% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,423 $64K <0.01% +585 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,362 $61.3K 0.06% -187 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,177 $53K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,095 $49.3K <0.01% +697 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,045 $47K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,036 $46.6K <0.01% +850 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 750 $33.7K <0.01% -17 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 610 $27.4K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 591 $26.6K 0.01% +5 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 559 $25.1K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 534 $24K <0.01% +7 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 507 $22K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 395 $17.8K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 294 $13.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 166 $7.47K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 122 $5.49K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 92 $4.13K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $3.69K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 66 $2.97K <0.01% new 13F-HR Timeline Group 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 62 $2.79K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 48 $2.15K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 30 $1.35K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 10 $450 <0.01% new 13F-HR Timeline