Avion Wealth More: the full row for Avion Wealth 331 $100K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 324 $98.1K 0.05% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 319 $96.7K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 306 $92.7K 0.03% -109 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 301 $91.2K <0.01% -1,268 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 300 $90.9K 0.01% 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 294 $89.2K 0.02% +294 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 280 $84.8K 0.03% +60 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 277 $83.9K 0.03% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 261 $79.1K 0.04% +64 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 259 $78K 0.01% -167 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $75.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 250 $75.7K 0.01% -106 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 237 $71.8K 0.06% +39 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 237 $71.8K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 231 $70K <0.01% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hurley Capital, LLC More: the full row for Hurley Capital, LLC 229 $69.5K 0.04% +3 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 216 $65.4K 1.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 216 $65.4K 0.01% 0 13F-HR/A Timeline Trust Co More: the full row for Trust Co 213 $64.7K 0.01% +190 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 212 $64.2K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 212 $64.2K 0.03% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 210 $63.6K 0.01% +135 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 201 $60.9K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 189 $57.3K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 187 $56.5K <0.01% +183 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 180 $54.5K 0.03% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 177 $53.6K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 176 $53.3K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 167 $50.6K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 167 $50.6K 0.01% +3 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 164 $49.7K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 168 $49.1K <0.01% +68 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 160 $48.5K 0.03% -117 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 159 $48.2K <0.01% -99 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 150 $45.4K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 150 $45.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 148 $44.7K <0.01% +110 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 142 $43.1K 0.01% +120 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 140 $42.6K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 139 $42.1K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 138 $40.8K 0.01% +131 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 135 $40.8K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 130 $39.4K <0.01% +118 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 127 $38.5K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 125 $37.9K 0.01% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 125 $37.1K 0.02% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 120 $36K 0.01% +73 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 118 $35K <0.01% +2 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 112 $33.8K 0.01% +76 13F-HR Timeline CNB Bank More: the full row for CNB Bank 111 $33.6K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 111 $33.6K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 109 $33K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 106 $32.1K 0.02% -105 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 102 $30.9K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 102 $30.9K 0.02% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 101 $30.6K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 101 $30.6K <0.01% -1,185 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 101 $30.5K 0.01% +68 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $30.3K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $30.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $30.3K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 100 $30.3K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $30.2K 0.01% +89 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 98 $30K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 100 $29.9K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 98 $29.7K 0.01% +52 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 82 $24.8K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 99 $23.5K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 72 $21.8K <0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 66 $20K 0.02% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 65 $19.7K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 63 $19.1K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 60 $18.3K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 60 $18.2K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 59 $18K <0.01% +1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 57 $17.2K <0.01% -61 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 55 $16.7K 0.01% +23 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 53 $16.1K 0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 52 $15.3K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 50 $15.1K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 50 $15.1K 0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 50 $15.1K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $15.1K 0.01% new 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 50 $15.1K <0.01% new 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 47 $14.3K <0.01% +7 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 45 $13.7K <0.01% +4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 45 $13.5K <0.01% +4 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 41 $12.4K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 40 $12.1K <0.01% +3 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 37 $11.2K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 38 $11.2K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 34 $10.3K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $10K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 33 $9.97K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 32 $9.7K 0.04% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 31 $9.47K <0.01% -9 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 31 $9.39K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30 $9.16K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $9.09K <0.01% 0 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 30 $9.09K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 28 $8.5K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 27 $8.33K <0.01% -35 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 27 $8.18K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 25 $7.58K <0.01% -75 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 25 $7.57K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 25 $7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $6.97K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 21 $6.36K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $6.08K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 20 $6.08K <0.01% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 20 $6.06K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 20 $6.06K <0.01% -729 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $6.06K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 20 $6K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19 $5.76K <0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $5.45K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 18 $5.3K <0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 14 $4.24K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 13 $3.94K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 13 $3.94K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $3.33K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 10 $3.03K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 9 $2.82K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9 $2.75K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 9 $2.73K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8 $2.42K <0.01% 0 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8 $2.42K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 8 $2.39K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 7 $2.13K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7 $2.03K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 6 $2K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6 $1.84K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6 $1.82K <0.01% -184 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5 $1.51K <0.01% new 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 5 $1.51K <0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5 $1.51K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4 $1.22K <0.01% +2 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4 $1K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 3 $909 <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3 $909 <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 3 $909 <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2 $606 <0.01% -1 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2 $606 <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2 $590 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $306 <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1 $303 <0.01% 0 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1 $303 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 0 $59 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.