Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,925 $229K 0.01% new 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,924 $229K 0.16% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,922 $229K 0.08% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,913 $228K 0.12% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,896 $226K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,880 $224K 0.01% -3,935 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,877 $224K 0.05% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,868 $223K <0.01% 0 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,867 $222K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,864 $222K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,840 $219K <0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,829 $218K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,822 $217K 0.01% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,816 $216K 0.04% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,807 $215K 0.01% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,801 $215K 0.04% -736 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,799 $214K <0.01% new 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 1,787 $213K 0.05% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,782 $212K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,780 $212K <0.01% 0 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,774 $211K 0.13% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,755 $209K 0.06% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,746 $208K 0.02% new 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,744 $208K 0.01% new 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,728 $206K 0.31% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,725 $205K 0.09% new 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,720 $205K 0.15% -605 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,706 $203K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,700 $203K 0.1% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,697 $202K 0.16% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,685 $201K <0.01% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,761 $200K 0.01% -224 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,640 $195K 0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,565 $186K 0.02% -32 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,550 $185K 0.11% +3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,436 $171K 0.04% -180 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,393 $166K 0.01% -396 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,354 $161K 0.02% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,323 $158K <0.01% 0 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 1,311 $156K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,263 $150K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,253 $149K 0.04% -462 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,180 $139K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,072 $128K 0.03% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,042 $124K 0.01% -100 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,016 $121K <0.01% -10 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 960 $114K 0.03% -758 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 936 $112K 0.11% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 905 $108K <0.01% -39,499 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 894 $106K <0.01% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 868 $103K 0.03% -93 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 835 $99.5K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 793 $94.5K 0.01% -693 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 763 $90.9K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 728 $86.7K 0.02% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 720 $85.8K <0.01% +80 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 717 $85.4K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 696 $82.9K 0.02% -72 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 612 $72.9K 0.02% +4 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 553 $65.9K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 482 $57.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 468 $55.8K <0.01% -63 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 462 $55K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 456 $54.3K 0.01% +228 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 456 $54.3K <0.01% +210 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 450 $53.6K <0.01% +208 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 449 $53.5K 0.01% +19 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 440 $52.4K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 420 $50.1K 0.05% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 419 $49.9K <0.01% +335 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 422 $49.9K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 415 $49.5K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 384 $46K <0.01% -271 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Advocates LLC More: the full row for Strategic Advocates LLC 379 $45.1K 0.17% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 368 $44K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 343 $40.9K <0.01% +26 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 330 $39.3K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 316 $37.6K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 312 $37.2K <0.01% new 13F-HR Timeline Group Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 306 $36.5K 0.03% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 303 $36.1K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $35.7K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 300 $35.7K 0.01% -54,692 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 296 $35.3K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 272 $32.4K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 270 $32.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 268 $31.9K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 263 $31.3K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 258 $30.7K 0.01% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 237 $28.2K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 233 $27.8K 0.02% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 235 $27.6K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 220 $26.2K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 220 $26.2K <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. 208 $24.8K <0.01% -34 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 186 $22.1K <0.01% +1 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 182 $21.7K 0.02% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 174 $20.7K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 151 $17.8K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 140 $16.7K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 139 $16.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 132 $15.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 128 $15.2K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 125 $14.9K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 118 $14.1K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 113 $13.5K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 103 $12.3K <0.01% +93 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 100 $11.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $11.9K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 99 $11.8K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 96 $11.4K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 90 $11K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 92 $10.9K 0.01% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 87 $10.4K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 82 $9.77K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 81 $9.65K <0.01% -8,270 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 76 $9.05K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 93 $8.99K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 65 $7.74K 0.01% -15 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 65 $7.74K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 60 $7.15K <0.01% -2 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 58 $6.91K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 56 $6.67K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 55 $6.59K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 55 $6.56K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 53 $6.31K <0.01% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 52 $6K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 42 $5K <0.01% +7 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 38 $4.53K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 37 $4.36K <0.01% -3 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 35 $4.17K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 32 $3.81K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $3.62K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 29 $3.47K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 28 $3.34K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 24 $2.86K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 21 $2.5K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 20 $2.38K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 17 $2.02K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17 $2.02K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 13 $1.55K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12 $1.43K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9 $1.07K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9 $1.07K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9 $1.07K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9 $1.07K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $953 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $473 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1 $78 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.