NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,983 $326K <0.01% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,983 $326K 0.1% +175 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,067 $323K 0.06% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,905 $318K 0.11% -52 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,897 $317K 0.07% +374 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,895 $317K 0.02% -22,102 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,982 $314K 0.02% -26,086 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,860 $313K 0.01% -1,232 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,818 $308K <0.01% -23 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,500 $305K 0.06% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,714 $297K 0.03% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,701 $295K 0.02% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,659 $291K 0.04% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,616 $286K <0.01% +44 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,612 $286K 0.13% -441 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,594 $284K 0.09% +681 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,612 $282K 0.16% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,573 $281K 0.01% +1 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,560 $280K 0.11% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,547 $279K 0.13% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,526 $276K <0.01% -283 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 2,517 $275K 0.01% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,473 $270K 0.18% -25,286 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,451 $268K 0.06% +640 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,425 $265K <0.01% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,417 $264K 0.05% -100 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,349 $257K 0.01% -9 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,316 $253K 0.08% -955 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 2,297 $251K 0.19% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,289 $250K 0.03% -36 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,273 $249K 0.05% -71 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,181 $239K <0.01% +2,014 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,176 $238K 0.02% -331 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,176 $238K <0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,142 $234K 0.03% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,141 $234K 0.11% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,158 $231K 0 Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,848 $230K 0.07% -152 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,098 $229K 0.01% -380 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,089 $228K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,540 $226K 0.12% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,065 $226K 0.02% -969 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,064 $226K <0.01% +240 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,035 $223K 0.01% -125 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,030 $222K <0.01% +351 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,030 $222K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,034 $222K 0.01% -97 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,095 $220K <0.01% 0 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,013 $220K 0.08% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,007 $219K <0.01% -632 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,004 $219K 0.03% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,000 $219K 0.04% -430 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,000 $219K 0.06% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,981 $217K 0.08% -12,946 13F-HR Timeline Group Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 1,971 $216K 0.19% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,933 $211K <0.01% -407 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,929 $211K <0.01% +58 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,921 $210K 0.01% +79 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,918 $210K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,897 $207K <0.01% +310 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,895 $207K <0.01% -633 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,890 $207K <0.01% -1,070 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 1,889 $207K 0.16% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,835 $201K 0.12% -15 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,808 $198K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,700 $189K <0.01% -142 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,718 $188K 0.01% -55 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,629 $178K 0.05% +3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,619 $177K <0.01% -24,725 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,545 $169K <0.01% +567 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,458 $159K <0.01% -50,998 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,426 $155K 0.01% +818 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,346 $147K 0.01% -30 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,320 $144K 0.15% -81 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,304 $143K <0.01% -4,629 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,264 $138K 0.03% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,246 $136K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,220 $134K 0.02% +1,114 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,216 $133K <0.01% -14 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,141 $125K 0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,113 $122K 0.01% new 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. 1,110 $121K <0.01% -855 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 963 $105K 0.05% -552 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 932 $102K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 744 $81.4K <0.01% +6 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 733 $80.2K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 708 $77.4K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 684 $74.8K 0.01% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 667 $72.9K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 650 $71.7K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 655 $71.6K 0.03% 0 13F-HR/A Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 623 $68.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 613 $67K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 601 $65.7K <0.01% +16 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 600 $65.6K 0.04% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 589 $64.4K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 585 $64K <0.01% +450 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 567 $62K 0.01% +515 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 542 $59.3K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 508 $55.6K 0.01% -73 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 488 $53.4K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 408 $44.6K <0.01% -100 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 391 $42.8K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 383 $41.9K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 375 $41K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 383 $40.6K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 365 $39.9K <0.01% -157 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 350 $38.3K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 348 $38.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 326 $35.7K 0.01% -227 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 318 $35K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 314 $34.3K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $32.8K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 300 $32.8K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 290 $31.7K <0.01% +1 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 290 $31.7K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 277 $30.3K 0.01% -8 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 270 $29.5K 0.02% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 251 $27.5K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 250 $27.3K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 250 $27.3K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 250 $27.3K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 240 $26.2K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 240 $26.2K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 237 $25.9K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 235 $25.7K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 230 $25.2K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 227 $24.9K <0.01% +152 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 204 $22.3K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $21.9K <0.01% -1,573 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 194 $21.2K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 192 $21K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 192 $21K <0.01% +88 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 185 $20K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 165 $18K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 163 $17.8K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 162 $17.7K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 150 $16.4K <0.01% 0 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 150 $16.4K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 149 $16.3K 0.01% +49 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 140 $15.3K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 138 $15.2K 0.01% -1 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 139 $15.2K 0.01% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 135 $15K <0.01% -202 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 136 $14.9K 0.02% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 130 $14.2K 0.01% -200 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 126 $13.8K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 118 $13K <0.01% +80 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 116 $12.7K <0.01% -16 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 114 $12.5K 0.02% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 113 $12.4K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 111 $12.1K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 107 $11.8K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 107 $11.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Branch Capital LLC More: the full row for West Branch Capital LLC 106 $11.6K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 103 $11.3K <0.01% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 102 $11.2K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 102 $11.2K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 101 $11K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 101 $11K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $10.9K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $10.9K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 96 $10.5K <0.01% new 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 96 $10.5K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 93 $10.2K <0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 92 $10.1K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 94 $9.89K <0.01% -18 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 89 $9.73K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 81 $8.86K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 78 $8.5K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 75 $8.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 69 $7.55K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 69 $7.5K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 69 $7.5K <0.01% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 65 $7K <0.01% -361 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 62 $6.78K <0.01% +34 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 60 $6.56K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 58 $6.34K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 56 $6.12K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 55 $6.01K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $5.69K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 50 $5.47K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 48 $5.25K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 42 $4.59K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 42 $4.59K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 39 $4.26K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 35 $3.83K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 31 $3.39K <0.01% +6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 31 $3.39K <0.01% +30 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 30 $3.28K <0.01% -10 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 28 $3.06K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 25 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 27 $2.95K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 26 $2.83K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 24 $2.62K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22 $2.45K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 21 $2.3K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20 $2.19K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $2.08K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 19 $2.08K <0.01% 0 13F-HR Timeline