LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,133 $240K 0.04% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,096 $236K <0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,080 $234K 0.02% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,063 $232K 0.25% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,032 $229K 0.05% -138 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,027 $228K 0.58% +309 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,993 $224K 0.04% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,987 $224K 0.02% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,946 $219K 0.07% -3,371 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,902 $214K <0.01% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,881 $212K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,867 $210K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,855 $209K 0.02% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,851 $208K 2.35% new 13F-HR/A Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,845 $208K 0.12% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,836 $207K 0.05% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,646 $185K 0.06% -95 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,500 $168K 0.04% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,471 $165K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,433 $161K 0.09% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,373 $152K 0.1% +410 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,303 $147K 0.18% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,301 $146K 0.01% +109 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,186 $141K 0.05% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,216 $137K 0.09% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,203 $135K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,166 $131K <0.01% -278 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,062 $119K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 956 $108K 0.01% -348 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 827 $93K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 775 $87.2K 0.05% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 682 $76.7K 0.06% -453 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 641 $72.1K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 586 $65.9K 0.03% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 586 $65.9K 0.03% -54 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 529 $59.5K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 496 $55.8K 0.01% +189 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 430 $47.7K 0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 400 $45K 0.02% +100 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 354 $39.8K 0.01% +274 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 304 $34.2K 0.01% +214 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 280 $31.5K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 265 $29.8K <0.01% +132 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 235 $26.4K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 226 $26K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 221 $24.9K <0.01% +168 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 214 $24.1K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 222 $24K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 205 $23.1K <0.01% +5 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 200 $22.5K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 194 $21.9K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 182 $20.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 175 $19.6K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 146 $16.4K <0.01% -55 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 146 $16.4K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 139 $15.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 140 $15.6K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 117 $13.2K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 93 $10.5K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 91 $10.2K <0.01% +35 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 81 $9.11K <0.01% +52 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 65 $7.33K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 57 $6.41K <0.01% +2 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 53 $5.96K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 48 $5.43K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 27 $3.04K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 34 $3K <0.01% -63 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 24 $2.7K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 19 $1.76K <0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6 $675 <0.01% 0 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5 $563 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $116 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.