NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 626 $29.5K <0.01% +5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 600 $28.2K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 590 $28K <0.01% +217 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 565 $26.6K <0.01% -93 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 562 $26.4K <0.01% +96 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 556 $26.2K <0.01% -25 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 541 $25.5K <0.01% +6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 531 $25K 0.01% +46 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 500 $23.5K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 489 $23K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 410 $19.3K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 400 $18K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 376 $17.7K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 365 $17.2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 359 $17K <0.01% +169 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 341 $16K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 321 $15.1K <0.01% +263 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 302 $14.2K <0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 297 $14K 0.01% +43 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 287 $13K <0.01% +32 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 274 $12.9K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 269 $12.7K <0.01% -11 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 261 $12.3K 0.01% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 256 $12K <0.01% +149 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 230 $10.8K <0.01% -407 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 229 $10.8K <0.01% -539 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 203 $9.55K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 186 $8.75K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 173 $8.14K <0.01% -1,820 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 163 $7.67K <0.01% +30 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 159 $7.48K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 133 $6.26K <0.01% -3 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 125 $5.88K <0.01% +30 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 119 $5.6K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 88 $4.14K <0.01% +9 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 71 $3.47K <0.01% -65 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 70 $3.29K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 64 $3.03K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 55 $2.59K <0.01% +37 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 51 $2.4K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 48 $2.26K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 40 $1.95K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 39 $1.93K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 38 $1.79K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $1.79K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $1.6K <0.01% -76 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 30 $1.41K <0.01% 0 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 27 $1.27K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $1.18K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 24 $1.14K <0.01% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 39 $1K <0.01% -10 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 17 $801 <0.01% -12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $706 <0.01% -44 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15 $706 <0.01% +9 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12 $565 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $471 <0.01% +7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $377 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $235 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $142 <0.01% +2 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $141 <0.01% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $51 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $48 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Global Frontier Investments LLC More: the full row for Global Frontier Investments LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -50 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.