HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 849 $49.9K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 849 $49.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 779 $47.1K 0.02% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 800 $47K 0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 797 $46.9K 0.05% 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 784 $46.1K 0.02% -6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 774 $45.5K 0.01% -1,216 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 739 $43.5K 0.03% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 731 $43K 0.01% +64 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 681 $40K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 626 $36.8K <0.01% +130 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 607 $36K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 600 $35.3K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 587 $34.5K 0.03% -16 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 567 $33K 0.03% -1,413 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 519 $30.4K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 500 $29.4K 0.01% +195 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 500 $29.4K <0.01% 0 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 500 $29.4K <0.01% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 500 $29.4K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 500 $29.4K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 493 $29K 0.01% +211 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 492 $28.9K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 485 $28.5K <0.01% 0 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 27,199 $27.2K 0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 453 $26.7K <0.01% -360 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 453 $26.6K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 440 $25.9K <0.01% -11 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 440 $25.9K 0.01% +62 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 431 $25.4K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 420 $24.7K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 417 $24.5K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 418 $24K <0.01% -607 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 414 $24K 0.07% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 400 $24K <0.01% 0 13F-HR/A Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 402 $23.6K 0.01% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 400 $23.5K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 400 $23.5K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 381 $22.4K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 352 $21.5K <0.01% -237 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 364 $21.4K 0.01% +5 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 360 $21.2K 0.01% -1,023 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 357 $21K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 350 $20.6K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 345 $20.3K <0.01% -54 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 338 $19.9K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 337 $19.8K 0.02% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 329 $19.3K <0.01% -68 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 325 $19.1K 0.02% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 324 $19.1K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 321 $18.9K 0.02% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 320 $18.8K <0.01% -260 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 319 $18.8K <0.01% +37 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 253 $18K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 305 $17.9K <0.01% +133 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 300 $17.6K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 299 $17.6K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 295 $17.3K <0.01% +19 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 302 $17K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 300 $17K <0.01% +250 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 284 $16.7K <0.01% -26 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 273 $16.1K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 262 $15.4K 0.01% +37 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 250 $14.7K <0.01% -1,080 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 250 $14.7K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 238 $14K 0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 237 $13.9K <0.01% +42 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 235 $13.8K <0.01% -1,324 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 230 $13.5K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 223 $13.1K 0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 220 $12.9K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 200 $11.8K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 200 $11.8K <0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 200 $11.8K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 196 $11.6K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 190 $11.2K <0.01% -85 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 189 $11.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 200 $11K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 177 $10.4K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 169 $9.94K 0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 160 $9.41K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 159 $9.35K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 154 $9.06K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 152 $9K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 148 $9K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 153 $9K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 145 $8.51K <0.01% -110 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 144 $8.47K <0.01% +43 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 136 $7.97K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 133 $7.82K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 132 $7.76K <0.01% +4 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 130 $7.64K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 117 $7.28K <0.01% -11 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 123 $7.23K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 118 $6.94K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 110 $6.48K 0.02% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 110 $6.47K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 107 $6.27K <0.01% -322 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 102 $6.03K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 100 $5.88K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $5.88K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 98 $5.76K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 95 $5.59K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 91 $5.35K <0.01% -113 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 90 $5.29K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 88 $5.17K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 85 $4.96K <0.01% 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 66 $4.7K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 79 $4.65K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 77 $4.53K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 73 $4.29K <0.01% +40 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 73 $4.29K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 68 $4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 65 $3.82K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 56 $3.29K <0.01% +28 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 52 $3.14K <0.01% -167 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 50 $2.94K <0.01% -60 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 43 $2.68K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 40 $2.35K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 40 $2.35K <0.01% -50 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 38 $2.23K <0.01% -15 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 44 $2K <0.01% -6 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 27 $1.58K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 27 $1.57K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 24 $1.41K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 23 $1.35K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $1.29K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 22 $1.29K <0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 19 $1.09K <0.01% -1 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25 $1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 25 $1K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25 $1K <0.01% -770 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 17 $1K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $941 <0.01% -115 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 14 $823 <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12 $706 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11 $647 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 10 $592 <0.01% -2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $470 <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $294 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $250 <0.01% -146 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $235 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $70 0.01% -1,206 13F-HR Timeline