INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,160 $809K 0.07% +8,801 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 31,211 $785K 0.01% -25,388 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 31,096 $782K 0.19% +1,268 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 31,087 $782K 0.19% +11,123 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 30,884 $777K <0.01% +15,776 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 30,740 $773K 0.1% +9,167 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 30,551 $769K 0.7% -42 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 30,191 $760K 0.04% -82 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 29,732 $748K 0.01% +3,908 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 29,652 $746K 0.15% -8,633 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 29,511 $742K 0.04% -11,765 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 29,446 $741K 0.09% -1,635 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 28,052 $706K 0.07% +846 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 27,174 $684K 0.25% +1,059 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,595 $669K 0.06% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 25,925 $652K 0.01% +3,575 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,423 $640K 0.02% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 25,701 $632K 0.69% +6,966 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 24,388 $614K 0.09% -1,116 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,685 $596K 0.01% -28,607 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 23,265 $585K 0.06% -4,712 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 23,102 $581K 0.02% +127 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 23,076 $581K 0.04% -939 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,881 $576K 0.02% +3,622 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,289 $510K 0.04% +3,051 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19,612 $493K 0.02% +2,711 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 19,484 $490K 0.04% +1,769 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,159 $482K 0.04% +19,141 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 19,086 $480K 0.01% +560 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,862 $449K 0.03% +2,086 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 17,586 $442K 0.22% -848 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 17,383 $437K 0.14% +337 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,319 $436K 0.03% +5,332 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,002 $428K 0.01% +108 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 16,244 $409K 0.04% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 15,653 $394K 0.2% +310 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 15,584 $392K 0.26% -1,314 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 15,492 $390K 0.13% -1,376 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 15,000 $377K 0.14% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,727 $371K 0.02% -34 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,352 $361K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,219 $358K 0.01% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,060 $354K 0.09% -147 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,016 $353K 0.07% +427 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,880 $349K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,616 $343K <0.01% -2,229 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 13,388 $337K 0.27% -3,560 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 12,900 $325K 0.02% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 12,720 $320K 0.1% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,177 $306K 0.02% +1,075 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,224 $306K 0.03% -1,350 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,007 $302K 0.05% +24 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,806 $297K 0.01% -390 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11,700 $294K 0.05% 0 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,565 $291K 0.09% -887 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,645 $288K 0.02% -39,727 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,293 $284K 0.17% -9,085 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 11,282 $284K 0.35% +65 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 11,274 $284K 0.09% -2,372 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 11,041 $278K 0.03% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 10,865 $273K 0.02% +1,895 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 10,742 $270K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,611 $267K <0.01% +234 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 10,320 $260K 0.18% -1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,151 $255K 0.01% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 10,000 $252K 0.06% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,948 $250K <0.01% +209 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 9,948 $250K <0.01% +209 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,856 $248K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,837 $247K 0.01% +223 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,707 $244K <0.01% +36 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,679 $244K 0.01% +381 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,583 $241K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,583 $241K 0.05% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,094 $229K 0.15% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 9,065 $228K 0.06% -174 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,000 $226K 0.01% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,852 $223K 0.06% +258 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,564 $215K 0.19% +252 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,506 $214K 0.01% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 8,428 $212K 0.01% -40 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,250 $208K 0.03% -2,100 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,222 $207K 0.08% +17 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,213 $207K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,112 $204K 0.01% new 13F-HR/A Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 8,000 $201K 0.01% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 7,426 $187K 0.06% -891 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,517 $163K <0.01% +690 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,710 $144K <0.01% +5,675 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,631 $142K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,577 $140K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,800 $121K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 4,676 $118K 0.08% -43 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,657 $117K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,649 $117K <0.01% +55 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,435 $111K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,417 $111K 0.01% +63 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,301 $108K <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,249 $107K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,222 $106K <0.01% +3,168 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,955 $99.5K 0.04% +632 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,809 $95.8K <0.01% +15 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,577 $90K 0.04% +2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,374 $84.9K <0.01% +268 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,278 $82.5K <0.01% +257 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,265 $82.1K 0.01% +407 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,994 $75.3K <0.01% -173 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,012 $72.6K <0.01% +157 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,733 $68.8K <0.01% +31 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,580 $64.9K <0.01% -95 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,525 $63.5K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,281 $57.4K 0.04% -30 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,051 $51.6K <0.01% 0 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,952 $49.1K <0.01% 0 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,905 $47.9K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,790 $45K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,750 $44K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,732 $43.6K <0.01% -987 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,535 $38.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,499 $37.7K <0.01% -162 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,406 $35.3K <0.01% new 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,266 $31.9K <0.01% +535 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,260 $31.7K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,159 $29.2K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,126 $28.3K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,045 $26.3K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 969 $24.4K 0.02% +423 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 898 $22.6K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $21.4K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 828 $21K <0.01% +4 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 814 $20.5K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 800 $20.1K <0.01% -162 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 675 $17K <0.01% +8 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 607 $15.3K <0.01% 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 608 $15.2K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 585 $14.7K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 554 $13K <0.01% -191 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 462 $11.6K <0.01% +106 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 450 $11.3K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 424 $10.7K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 405 $10.2K <0.01% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 400 $10.1K 0.01% -178 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 376 $9.46K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 342 $8.6K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 341 $8.58K <0.01% -796 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 336 $8.45K <0.01% -155 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 275 $6.92K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $6.92K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 232 $5.84K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 200 $5.03K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 193 $4.87K <0.01% -323 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 171 $4.3K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 171 $4K <0.01% -82 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 156 $3.92K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 150 $3.77K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $3.77K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 139 $3.5K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 135 $3.4K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 132 $3.31K <0.01% +1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 93 $2.34K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 89 $2.24K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 78 $1.94K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 69 $1.74K <0.01% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 68 $1.7K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $1.31K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $1.26K <0.01% +48 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $1K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 39 $981 <0.01% +25 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 39 $981 <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 28 $701 <0.01% -184 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24 $604 <0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $503 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $227 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $50 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -7,452 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.