Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $6.49K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $6.24K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22 $5.95K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 21 $5.67K -9 Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 28 $5.63K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 28 $5.63K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20 $5.41K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $4.59K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 16 $4.32K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 15 $4.05K <0.01% -20 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $4.05K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 16 $4K <0.01% 0 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 14 $3.78K <0.01% -1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12 $3.24K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 11 $2.97K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11 $2.97K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10 $2.7K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $2.7K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 9 $2.43K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $2.43K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $2.16K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8 $2.16K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8 $2.16K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6 $2K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $1.89K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 7 $1.89K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $1.62K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5 $1.35K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5 $1.35K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $1.35K <0.01% 0 13F-HR/A Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 5 $1.35K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 5 $1.35K <0.01% +1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5 $1.35K <0.01% 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $1.35K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4 $1.08K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3 $811 <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $811 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $541 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2 $540 <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2 $540 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $540 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $540 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $271 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $271 <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $270 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $270 <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1 $270 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $270 <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.