HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,500 $25K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,500 $24.6K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,335 $21.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,314 $21.5K 0.01% +2 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,136 $19K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,102 $18.1K 0.01% 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,100 $18K <0.01% new 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1,100 $18K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,073 $17.6K <0.01% +1,033 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,070 $17.5K <0.01% +520 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,061 $17.4K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,023 $16.8K <0.01% -328 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $16.4K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $16.4K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $16.4K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 993 $16.3K <0.01% +391 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 923 $15.1K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 912 $14.9K <0.01% +81 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 879 $14.4K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 819 $13.4K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 809 $13.3K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 803 $13.2K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 800 $13.1K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 800 $13.1K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 801 $13K <0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 790 $12.9K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 779 $12.8K <0.01% new 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 719 $11.8K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 705 $11.6K <0.01% -150 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 680 $11.1K <0.01% +581 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 650 $10.7K 0.01% +270 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 606 $9.93K <0.01% +65 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 564 $9.24K <0.01% +28 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 564 $9.24K <0.01% +211 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 540 $8.85K <0.01% -260 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 516 $8.46K <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 508 $8.33K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 502 $8.23K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 502 $8.23K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 500 $8.2K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 500 $8.2K <0.01% -7,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 444 $7.28K <0.01% -25 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 440 $7.21K <0.01% 0 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 436 $7.15K 0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 427 $7K <0.01% +36 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 400 $6.56K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 360 $5.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 400 $5.74K <0.01% new 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 344 $5.64K <0.01% -206 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 330 $5.41K <0.01% -858 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 305 $5K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 284 $4.66K <0.01% -18 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 261 $4.28K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 240 $3.93K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 240 $3.93K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 226 $3.71K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 222 $3.64K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 212 $3.48K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 224 $3.31K <0.01% +10 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 200 $3.28K <0.01% +121 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 156 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 182 $2.98K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 175 $2.87K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 168 $2.75K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 160 $2.62K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 133 $2.18K <0.01% +53 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 132 $2.16K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 128 $2.1K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 127 $2.08K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 120 $1.92K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 114 $1.87K <0.01% +94 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 111 $1.82K <0.01% +9 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 107 $1.76K <0.01% -586 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 98 $1.68K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 102 $1.67K <0.01% 0 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $1.64K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 97 $1.59K <0.01% new 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 96 $1.57K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 96 $1.57K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 93 $1.52K <0.01% +29 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 93 $1.52K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 92 $1.51K <0.01% -158 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 90 $1.48K <0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 90 $1.48K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 85 $1.39K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 83 $1.36K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 79 $1.29K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 75 $1.23K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 71 $1.16K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 69 $1.13K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 62 $1.02K <0.01% +8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 62 $1.02K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 60 $984 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 59 $968 <0.01% +44 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 57 $935 <0.01% +7 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 56 $918 <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 55 $901 <0.01% -492 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 81 $869 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 52 $853 <0.01% -3 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 50 $820 <0.01% -2,994 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $820 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $819 <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 48 $787 <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 48 $787 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 44 $722 <0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 42 $688 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $672 <0.01% +26 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 41 $672 <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 38 $623 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 38 $623 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 37 $607 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 36 $590 <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 28 $459 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27 $450 <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 27 $442 <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 26 $426 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $410 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 20 $328 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $262 <0.01% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $229 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $197 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $180 <0.01% +2 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10 $164 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $115 <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $115 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $102 <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 8 $97 <0.01% new 13F-HR/A Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 7 $91 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3 $49 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $23 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 47 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.