SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,502 $287K 0.06% 0 13F-HR Timeline REINHART PARTNERS, LLC. More: the full row for REINHART PARTNERS, LLC. 9,500 $287K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,500 $287K 0.01% +4,250 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,358 $283K 0.03% -107 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 9,139 $276K 0.02% -165 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 9,100 $275K 0.04% +1,000 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,929 $270K 0.02% -11,915 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 8,911 $269K 0.08% +1,146 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 8,837 $267K 0.12% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,778 $265K 0.01% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 8,634 $261K 0.14% +1,069 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 8,626 $260K 0.18% +245 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,458 $255K 0.05% +260 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,453 $255K 0.05% -902 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,368 $253K <0.01% -10,905 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,300 $251K 0.01% +552 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,234 $249K <0.01% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,221 $248K 0.07% +269 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 8,108 $245K 0.04% -222,633 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,103 $245K 0.12% -236,734 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,053 $244K 0.04% -29 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,031 $242K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,984 $241K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,944 $240K 0.02% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 7,941 $240K 0.03% +500 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,817 $236K <0.01% +820 13F-HR Timeline Group Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 7,806 $236K 0.07% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,754 $234K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,699 $232K 0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,618 $230K 0.02% -245,222 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,589 $229K 0.07% +89 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,587 $229K 0.03% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 7,568 $228K 0.15% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7,549 $228K 0.05% +88 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,508 $226K 0.11% -1,142 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,287 $220K 0.07% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 7,488 $219K 0.04% -256 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,252 $219K 0.01% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,115 $215K 0.2% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 7,109 $215K 0.07% +82 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,085 $214K 0.01% 0 13F-HR Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 7,059 $213K 0.06% -1,202 13F-HR/A Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,000 $211K 0.06% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 6,998 $211K 0.25% -22,085 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,951 $210K 0.01% -675 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,918 $209K 0.04% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 7,110 $208K 0.05% -251 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,841 $207K 0.07% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,740 $203K 0.08% -855 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,593 $199K <0.01% -6,670 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6,343 $191K 0.08% -385 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 6,304 $190K 0.18% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,751 $174K 0.05% +2,481 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 5,669 $171K 0.11% +22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,502 $166K <0.01% +120 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,500 $166K <0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,000 $151K 0.01% -4,700 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,500 $136K 0.03% +700 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 4,460 $134K 0.01% +1,380 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,432 $134K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,309 $130K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,220 $127K 0.01% -629 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,213 $127K <0.01% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $121K 0.1% 13F-HR Timeline Amount filed as zero, left out of ratios. Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,839 $116K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,600 $109K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,475 $105K 0.02% +40 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,437 $104K <0.01% -42 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,300 $99.6K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,280 $99K 0.12% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,931 $89K <0.01% +31 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,850 $86K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,710 $81.8K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,500 $75.5K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,475 $74.7K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 435 $73K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,371 $71.5K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,310 $69.7K <0.01% +1,923 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,256 $68.1K 0.01% -33 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,110 $63.7K 0.01% -228 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,092 $63.2K <0.01% +826 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,045 $61.7K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,000 $60.4K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,850 $55.9K <0.01% -266 13F-HR Timeline Group AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 1,784 $53.9K 0.05% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,766 $53.3K 0.02% -59 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,696 $51.2K 0.07% -1,803 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,690 $51K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,639 $49.5K 0.05% -24 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,602 $48K <0.01% -1,619 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,514 $45.7K <0.01% -10,012 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,450 $43.8K 0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,380 $41.7K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,325 $40K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,251 $37.8K 0.05% 0 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,210 $36.5K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,191 $36K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,080 $32.6K <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 982 $29.6K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 902 $27.2K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 872 $26.3K 0.01% -1,187 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 857 $25.9K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 764 $23.1K <0.01% 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 728 $22K 0.01% -86 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 713 $21.5K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 685 $20.7K <0.01% +298 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 615 $18.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 612 $18.5K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 577 $17.4K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 543 $16.3K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 539 $16.3K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 536 $16.1K 0.01% +4 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 484 $14.6K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 459 $13.9K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 459 $13.9K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 408 $12.3K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 402 $12.1K <0.01% new 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 402 $12K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 371 $11.2K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 360 $10.9K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 353 $10.6K <0.01% +59 13F-HR Timeline MOTCO More: the full row for MOTCO 327 $9.85K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 320 $9.66K <0.01% +120 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 274 $8.18K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 252 $7.61K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 226 $6.82K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 209 $6.31K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 199 $6.01K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 185 $5.58K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 176 $5.31K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 155 $4.68K <0.01% +46 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 137 $4.14K <0.01% -13 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 136 $4.11K <0.01% -1,150 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 133 $4.01K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 132 $3.99K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 132 $3.99K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 128 $3.86K <0.01% -46 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 121 $3.65K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 117 $3.53K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 113 $3.41K <0.01% -787 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 101 $3.05K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 92 $2.76K <0.01% -28,516 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 76 $2.29K <0.01% 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 72 $2.17K <0.01% 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 70 $2.11K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 58 $1.75K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 52 $1.57K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 43 $1.3K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 42 $1.27K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35 $1.05K <0.01% -60 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 31 $936 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21 $634 <0.01% -477 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20 $604 <0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2 $61 <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1 $31 <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $30 <0.01% 0 13F-HR/A Timeline Group 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.