Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 384 $10.6K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 383 $10.5K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 373 $10.3K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 370 $10.2K 0.01% 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 369 $10.1K <0.01% 0 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 364 $10K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 363 $9.98K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 340 $9.35K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 337 $9.26K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 331 $9.11K <0.01% +3 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 330 $9.07K 0.01% -300 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 330 $9.07K <0.01% 13F-HR/A Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 327 $8.99K <0.01% -41 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 320 $8.8K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 316 $8.69K <0.01% +36 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 316 $8.69K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 310 $8.52K <0.01% -14 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 300 $8.25K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $8.25K 0.01% 0 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 274 $7.54K <0.01% -141 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 274 $7.53K <0.01% -57 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 272 $7.48K 0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 270 $7.42K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 267 $7.34K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 260 $7.15K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 260 $7.15K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 256 $7.04K <0.01% +36 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 251 $6.9K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $6.6K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 230 $6.32K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 221 $6.08K 0.04% +2 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 221 $6.06K <0.01% +3 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 219 $6.02K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 217 $5.95K 0.01% 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 215 $5.91K <0.01% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 209 $5.75K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 207 $5.68K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 205 $5.64K <0.01% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 205 $5.63K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 204 $5.61K <0.01% +63 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 202 $5.55K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 200 $5.5K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 199 $5.47K <0.01% +73 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 198 $5.44K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 195 $5.36K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 193 $5.31K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 187 $5.14K <0.01% +24 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 183 $5K <0.01% 0 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 181 $4.99K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 170 $4.67K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 166 $4.56K <0.01% +43 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 165 $4.54K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 160 $4.4K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 152 $4.18K <0.01% -18 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 151 $4.15K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 147 $4.04K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 147 $4.04K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 134 $3.75K <0.01% +118 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 134 $3.68K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 136 $3.67K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 129 $3.55K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 129 $3.54K <0.01% 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 127 $3.49K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 134 $3K <0.01% -250 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 107 $2.94K <0.01% 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 101 $2.78K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 101 $2.78K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $2.75K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 100 $2.75K <0.01% -9 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 93 $2.56K <0.01% 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 79 $2.17K <0.01% 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 78 $2.14K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 71 $1.95K <0.01% +10 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 69 $1.9K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 68 $1.87K <0.01% +22 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $1.79K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 65 $1.79K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 63 $1.73K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 58 $1.59K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 57 $1.57K <0.01% +40 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 57 $1.57K <0.01% -1 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 54 $1.49K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 52 $1.43K <0.01% +24 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 49 $1.35K <0.01% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 49 $1.35K <0.01% +14 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 49 $1.35K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 47 $1.29K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 45 $1.24K <0.01% -40 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 37 $1.02K <0.01% +26 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 41 $1K <0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 36 $990 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 36 $990 <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 33 $913 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 32 $880 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 30 $827 <0.01% -90 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 30 $825 <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. 18 $495 <0.01% -234 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 18 $495 <0.01% -532 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 16 $443 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 12 $355 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $330 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10 $278 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $275 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 9 $248 <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 6 $183 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $173 <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1 $27 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $27 <0.01% 0 13F-HR Timeline