FMR LLC in group FMR LLC More: the full row for FMR LLC 12,042 $488K <0.01% -958 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 11,907 $483K 0.43% -685 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,601 $470K 0.03% -98 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,188 $454K <0.01% +555 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,945 $444K 0.03% +2,656 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,668 $432K 0.06% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,689 $432K 0.03% -342,292 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,521 $427K 0.04% +1,035 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,290 $417K 0.05% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,217 $414K 0.02% -775 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,211 $414K 0.05% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,147 $411K new Timeline MAI Capital Management More: the full row for MAI Capital Management 9,987 $405K <0.01% +1,131 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 9,831 $399K 0.41% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 9,725 $394K 0.14% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,332 $378K 0.06% -2,192 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,310 $377K 0.04% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,143 $371K 0.15% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 8,960 $362K 0.51% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,686 $353K 0.01% +2,869 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,700 $353K 0.02% +182 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,697 $353K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,406 $341K 0.08% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,325 $337K 0.01% -4,519 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,957 $323K 0.02% -350 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,945 $322K 0.02% +945 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,858 $319K 0.02% -30 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,665 $311K 0.02% +551 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,658 $310K 0.01% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,634 $309K 0.26% +676 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,835 $277K 0.06% +2,702 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,703 $272K 0.15% -14,876 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,578 $267K <0.01% new 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 6,566 $266K 0.04% +912 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,549 $266K <0.01% +2,025 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,430 $261K <0.01% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,248 $253K 0.03% -500 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,154 $249K <0.01% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,100 $247K 0.14% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,013 $244K <0.01% -5,426 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,932 $240K 0.06% -774 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,887 $239K <0.01% +11 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 5,383 $220K 0.11% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 5,313 $215K 0.11% new 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 5,291 $214K 0.11% -213 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,290 $214K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,181 $210K <0.01% -1,165 13F-HR Timeline Group STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 5,112 $207K 0.16% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,014 $203K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,963 $201K <0.01% new 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,009 $163K 0.02% -13 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,789 $154K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,563 $144K 0.03% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,360 $136K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,319 $135K 0.05% +13 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 3,309 $134K 0.09% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,933 $119K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,920 $118K <0.01% -90 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,420 $57.6K <0.01% -10,078 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,363 $55.3K <0.01% +1,000 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,200 $48.6K <0.01% +400 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,200 $48.6K 0.05% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,100 $44.6K 0.01% +100 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,001 $40.6K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 991 $40.2K <0.01% +3 13F-HR/A Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 825 $33.4K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 671 $27.2K <0.01% -247 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 500 $20.3K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 400 $16.2K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 400 $16K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 304 $12.3K <0.01% -885 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $12.2K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 289 $11.7K 0.01% 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 265 $10.7K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 265 $10.7K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 254 $10.2K <0.01% -37 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 211 $8.55K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 210 $8.51K <0.01% +100 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 150 $6.08K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 144 $5.84K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 110 $4.46K <0.01% +40 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 98 $4K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 79 $3.2K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 79 $3.2K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 70 $2.86K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 69 $2.8K <0.01% 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 60 $2.43K <0.01% +20 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 53 $2.15K <0.01% -26 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 49 $1.99K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 35 $1.42K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 34 $1.38K <0.01% +6 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 15 $609 <0.01% 0 13F-HR Timeline