Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 196 $11.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 192 $11.1K 0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 206 $11K <0.01% -29 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 190 $11K 0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 179 $10.5K <0.01% -2,500 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 181 $10K <0.01% +2 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 172 $9.95K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 172 $9.95K <0.01% +46 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. 170 $9.84K <0.01% -2,795 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 161 $9.31K <0.01% 0 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 154 $8.91K <0.01% +87 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 150 $8.68K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 150 $8.68K <0.01% -13,495 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 150 $8.68K <0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 150 $8.68K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 146 $8.45K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 106 $7.12K <0.01% -24 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 123 $7.12K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 122 $7.06K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 119 $6.88K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 115 $6.65K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 100 $6.6K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 113 $6.54K <0.01% +88 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 110 $6.37K 0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 109 $6.31K 0.01% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 105 $6K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $5.79K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $5.79K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $5.79K <0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 94 $5.44K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 92 $5.32K <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 69 $4.63K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 80 $4.63K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 80 $4.63K <0.01% +2 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 76 $4.4K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 72 $4.17K <0.01% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 71 $4.11K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 70 $4.05K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 70 $4.05K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 75 $4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 68 $3.93K <0.01% -120 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67 $3.88K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 63 $3.65K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 63 $3.65K <0.01% -73 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 61 $3.53K <0.01% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 60 $3.47K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 57 $3.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 55 $3.18K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55 $3.18K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $3.12K <0.01% -8 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 51 $2.95K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 50 $2.89K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 50 $2.89K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 50 $2.89K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 48 $2.78K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 44 $2.55K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 44 $2.55K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 40 $2.31K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 40 $2.31K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 37 $2.14K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 36 $2.08K <0.01% +24 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 35 $2.02K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 34 $2K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 31 $1.79K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 29 $1.68K <0.01% 0 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 27 $1.56K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 27 $1.56K <0.01% -1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 25 $1.45K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 25 $1.45K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 25 $1.45K <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $1.45K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $1.45K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 23 $1.33K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21 $1.19K <0.01% +18 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 20 $1.16K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $1.16K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $1.04K <0.01% -110 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $1K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10 $1K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $984 <0.01% +3 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 17 $984 <0.01% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 16 $925 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15 $868 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 15 $868 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $868 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14 $810 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12 $695 <0.01% -21 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 50 $665 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $579 <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 10 $579 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $579 <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $579 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $579 <0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 10 $579 <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 9 $527 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $426 <0.01% 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 7 $405 <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6 $348 <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5 $289 <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5 $289 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5 $289 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $289 0.01% -2 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 5 $289 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5 $289 <0.01% +5 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5 $289 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $231 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3 $176 <0.01% -624 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3 $174 <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3 $174 <0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3 $174 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $174 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $173 <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2 $116 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $116 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $29 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.