Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,985 $321K 0.06% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,101 $315K 0.03% -374 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,948 $315K 0.02% +29 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,941 $313K 0.08% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,932 $312K 0.06% new 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 3,250 $311K 0.27% -11,005 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 1,927 $311K 0.21% -2,562 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 1,921 $310K 0.15% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,904 $308K 0.06% new 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,901 $307K 0.12% +3 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,898 $307K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,881 $304K <0.01% 0 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,876 $303K 0.07% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,867 $302K 0.02% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,862 $301K 0.19% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,857 $300K 0.11% +3 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,824 $295K 0.03% -39 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,812 $293K 0.01% -82,522 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,797 $290K 0.07% new 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,793 $290K 0.11% -18 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,784 $288K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,815 $288K 0.02% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,777 $287K <0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,770 $286K 0.05% -377 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,767 $285K 0.01% -263 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,725 $279K 0.02% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,664 $269K 0.06% -827 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,660 $268K 0.02% +343 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 1,658 $268K 0.04% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,648 $266K 0.07% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,638 $265K 0.02% -2,359 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,630 $263K 0.04% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,612 $260K 0.07% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,612 $260K 0.02% -333 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,738 $260K 0.08% +142 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,604 $259K 0.46% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,601 $259K 0.03% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,565 $253K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,560 $252K 0.02% -273 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,555 $251K 0.03% -442 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,546 $250K 0.02% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,532 $247K 0.02% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,515 $245K 0.15% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,513 $244K 0.05% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 1,688 $244K 0.18% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,500 $242K 0.02% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,488 $240K 0.1% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,446 $233K 0.08% -4,753 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,421 $230K 0.01% -187 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,412 $228K 0.06% new 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,409 $228K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,395 $225K 0.05% 0 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 1,380 $223K 0.05% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,363 $220K 0.01% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,353 $219K 0.16% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,350 $218K <0.01% new 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 760 $218K 0.03% new 13F-HR/A Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,333 $215K 0.18% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,321 $213K 0.04% new 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 1,311 $212K 0.15% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,270 $205K 0.13% -674 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,254 $203K 0.16% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,245 $201K 0.01% new 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,216 $189K 0.11% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,126 $182K 0.06% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,075 $174K 0.05% +488 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 793 $128K 0.01% new 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 783 $126K 0.01% -78 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 771 $125K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 765 $124K <0.01% +6 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 730 $118K 0.09% -2,471 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 703 $114K <0.01% -192 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 680 $110K <0.01% new 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 637 $103K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 600 $96.9K 0.01% -50 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 600 $96.9K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 597 $96.4K 0.02% -5 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 589 $95.2K <0.01% +152 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 565 $91.3K 0.01% -10 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 550 $88.8K 0.01% -181 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 540 $87.2K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 525 $84.8K 0.03% +375 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 507 $81.9K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 481 $77.7K 0.41% -28 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 492 $76.3K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 450 $72.7K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 429 $69.3K <0.01% +27 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 421 $68K 0.04% -10 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 227 $65.5K 0.02% -13,484 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 404 $65.2K 0.02% +13 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 400 $64.6K 0.1% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 331 $53.5K 0.02% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 309 $49.9K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 290 $46.8K 0.01% -125 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 288 $46.5K 0.02% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 286 $46.2K 0.04% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 280 $45.2K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 272 $44K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 251 $40.5K 0.03% -70 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 237 $38.2K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 227 $36K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 214 $34.6K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 207 $33.4K <0.01% -17 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 205 $33.3K -257 Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 168 $27.1K <0.01% +134 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 155 $25K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 152 $24.6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 146 $24K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 147 $23.7K <0.01% +138 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 146 $23.6K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 140 $22.7K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 139 $22.5K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 126 $20.4K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 124 $20K <0.01% 0 13F-HR/A Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 124 $19.6K <0.01% +86 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 117 $18.9K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 114 $18.4K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 108 $17.4K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 103 $16.7K 0.01% new 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $16.2K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $16.2K <0.01% -76 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 93 $15K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 92 $14.9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 90 $14.6K <0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 88 $14.2K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 55 $8.9K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 53 $8.56K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 52 $8.33K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 50 $8.08K 0.01% +10 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 49 $7.92K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 48 $7.75K <0.01% -714 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 48 $7.75K <0.01% +7 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 47 $7.59K <0.01% -45 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 42 $6.83K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 38 $6.14K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 36 $5.82K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 33 $5.33K <0.01% -45 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) 29 $4.68K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 30 $4.52K <0.01% +26 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 27 $4.36K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 26 $4.21K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 26 $4.2K <0.01% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 12 $1.94K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $1.78K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 10 $1.61K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8 $1.3K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8 $1.29K <0.01% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8 $1.29K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6 $969 <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4 $651 <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4 $646 <0.01% new 13F-HR Timeline Group City State Bank More: the full row for City State Bank 4 $646 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $646 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $485 <0.01% +2 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $485 <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3 $485 <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1 $162 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $162 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $4 <0.01% -4 13F-HR Timeline Amount filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15,801 $730 new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.