SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 32,792 $839K 0.31% -2,394 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32,374 $829K <0.01% -7,777 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,599 $826K 0.07% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 32,150 $823K 0.03% -12,693 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 31,568 $808K 0.17% +3,158 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 30,691 $786K <0.01% -5,006 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 30,567 $783K 0.01% -29,333 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 30,132 $771K 0.03% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 29,601 $758K 0.04% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 29,339 $751K 0.57% -785 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,316 $725K <0.01% -9,462 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 28,077 $719K 0.07% +278 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27,694 $709K 0.02% +682 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 27,567 $706K 0.1% -574 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 26,906 $689K 0.02% -4,295 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,608 $679K 0.05% -1,106 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 25,480 $651K 0.04% +4,060 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,271 $647K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,985 $640K 0.04% +3,980 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 24,388 $624K 0.08% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,333 $623K 0.02% +1,314 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 24,008 $606K 0.21% -2,332 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 23,530 $602K <0.01% new 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 23,515 $602K 0.34% -114,040 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,975 $588K 0.01% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 22,830 $584K 0.09% -40 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,436 $574K 0.01% +1,333 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,997 $563K <0.01% +1,780 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 21,148 $541K 0.51% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,862 $534K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20,762 $532K 0.01% +225 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,174 $516K 0.01% +1,948 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 19,545 $500K 0.03% +10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 18,702 $477K 0.16% +2,038 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,494 $473K 0.04% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,407 $471K <0.01% +342 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 17,921 $459K 0.03% +6,711 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 17,555 $449K 0.12% -643 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,841 $431K 0.02% -1,157 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 16,644 $426K 0.03% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,563 $424K 0.04% -1,223 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,499 $422K 0.01% -10,903 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,287 $417K <0.01% new 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 16,176 $414K 0.11% +2,306 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,607 $400K 0.02% 0 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 15,645 $399K 0.39% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 15,018 $384K 0.17% -5,484 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 15,000 $384K 0.12% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,797 $379K 0.02% +1,039 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 14,238 $364K 0.02% +2,598 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,204 $364K 0.03% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 14,031 $359K 0.02% +8 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,989 $358K <0.01% -60,096 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,975 $358K 0.06% -24 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,880 $355K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,555 $347K 0.01% +4,205 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,301 $341K 0.19% +2,177 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,259 $339K 0.06% +58 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 13,032 $334K <0.01% -4,344 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,923 $331K 0.01% +2,977 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 12,806 $328K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,603 $323K <0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,968 $306K 0.02% +13 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 11,918 $305K 0.39% -11,742 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11,700 $300K 0.04% 0 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 11,628 $298K 0.15% -84 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,565 $296K 0.08% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,008 $282K 0.04% -1,038 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,840 $278K <0.01% +268 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,793 $274K 0.08% -2,115 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,387 $266K 0.05% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,376 $266K <0.01% -12,817 13F-HR Timeline Group Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 10,320 $264K 0.14% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,151 $260K 0.01% 0 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 10,020 $257K <0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,820 $251K 0.01% +1,438 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 9,590 $246K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,562 $245K 0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 9,500 $243K <0.01% +181 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,452 $242K 0.01% -1,174 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,105 $233K 0.01% +904 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 9,001 $228K <0.01% new 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,794 $225K 0.17% +111 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 8,772 $225K 0.24% +152 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,564 $219K 0.01% -468 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,539 $219K 0.05% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,522 $218K 0.29% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,456 $216K 0.1% +62 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,439 $216K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,399 $215K <0.01% -772 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 8,596 $212K 0.08% 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 8,278 $212K 0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 8,274 $212K 0.06% +26 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8,191 $210K 0.01% +1,003 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,972 $204K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,972 $204K 0.03% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,819 $200K 0.05% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 7,583 $194K 0.06% +344 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,412 $190K 0.06% -355 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6,942 $178K 0.77% -2,536 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6,511 $167K 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,902 $151K <0.01% +546 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,810 $149K <0.01% +100 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,631 $144K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,523 $141K <0.01% +2,538 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,398 $138K 0.04% -41 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,640 $119K 0.07% +2,216 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,657 $119K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,500 $115K 0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,435 $114K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,372 $112K 0.01% +588 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,276 $109K <0.01% +1,259 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,249 $109K 0.01% +3,562 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,195 $107K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,771 $96.5K <0.01% -79 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,585 $91.8K 0.03% +3 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,440 $88.1K -821 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,337 $85.4K <0.01% +298 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,208 $82.1K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,162 $80.9K 0.02% +1,783 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 161 $76.5K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,947 $75.4K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,941 $75.3K <0.01% -115,228 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,408 $61.6K <0.01% -2,329 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,051 $52.5K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,982 $50.7K <0.01% +400 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,947 $49.8K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,905 $48.8K 0.01% 0 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/ 1,771 $45.3K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,749 $44.8K <0.01% +8 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,673 $42.8K <0.01% +244 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,576 $40.3K <0.01% +7 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,557 $39.9K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,535 $39.3K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,428 $36.6K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,397 $35.8K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,354 $34.7K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,231 $32K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,239 $31.7K <0.01% -31 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,190 $30.5K 0.01% +970 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,126 $28.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,002 $25.7K <0.01% +8 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,002 $25.7K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 969 $24.8K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 963 $24.7K <0.01% +320 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 953 $24.4K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 898 $23K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $21.8K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 807 $20.7K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 800 $20.5K <0.01% 0 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. 700 $17.9K <0.01% +12 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 670 $17.2K <0.01% -375 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 642 $16K <0.01% +6 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 516 $13.2K <0.01% 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 500 $12.8K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 493 $12.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 479 $12.3K <0.01% new 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 432 $11.1K <0.01% 0 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 424 $10.9K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 400 $10.2K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 376 $9.63K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 365 $9.34K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 355 $9.09K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 353 $9.04K <0.01% +174 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 342 $8.76K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 321 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 275 $7.04K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $7.04K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 259 $6.63K <0.01% -740 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 200 $5.12K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 171 $4.39K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 159 $4.07K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 158 $4.04K <0.01% +118 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 156 $3.99K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 150 $3.84K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $2.56K <0.01% -350 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 96 $2.46K <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 93 $2.38K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 89 $2.28K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 80 $2.05K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 68 $1.74K <0.01% 0 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 60 $1.54K <0.01% -9 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $1.32K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $1.28K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40 $1.02K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 39 $998 <0.01% -40 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 32 $819 <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 29 $742 <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 27 $688 <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24 $614 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 24 $614 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $510 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $271 <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $231 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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