Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,895 $245K 0.07% -1,665 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,846 $243K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,806 $241K <0.01% -2,551 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,786 $241K <0.01% +6 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,770 $240K 0.1% +101 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,520 $230K 0.1% +109 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 5,488 $228K 0.1% -151 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,471 $228K 0.05% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,445 $226K 0.08% +133 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,370 $223K 0.02% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,280 $220K 0.02% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,266 $219K 0.04% -377 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,262 $219K 0.08% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,110 $212K 0.01% new 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) 5,055 $210K 0.01% +4,955 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,043 $210K 0.04% +96 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,998 $208K <0.01% +165 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,950 $206K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,947 $206K <0.01% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,901 $204K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,839 $201K <0.01% -2,460 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,812 $200K 0.01% -110 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,809 $200K <0.01% -514 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,832 $200K <0.01% +69 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,710 $196K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,317 $180K 0.05% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,499 $145K 0.06% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,439 $143K 0.06% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,152 $131K <0.01% +200 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 2,936 $122K 0.05% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,829 $118K <0.01% +289 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,248 $93.5K 0.01% +9 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,212 $92K 0.01% 0 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,105 $87.5K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,026 $84.2K 0.03% +118 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,669 $69.4K <0.01% -21,985 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,607 $66.8K 0.02% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,591 $66.2K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,540 $64K <0.01% +458 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,513 $62.9K 0.01% -423 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,500 $62.4K 0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,462 $60.8K 0.02% +710 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,111 $46.2K <0.01% -87 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,017 $42.3K <0.01% +962 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 955 $39.7K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 933 $38.8K 0.02% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 925 $38.5K 0.03% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 874 $36.3K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 715 $29.7K 0.02% -4,318 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 719 $29K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 272 $25.2K <0.01% -1,094 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 581 $24K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 516 $21.5K <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 512 $21.3K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 418 $17.4K <0.01% +82 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 410 $17K 0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 395 $16.4K <0.01% -1,170 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $13.8K 0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 327 $13.6K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 297 $13K <0.01% +157 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 309 $12.8K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 274 $11.4K <0.01% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 240 $9.98K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 214 $8.9K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 214 $8.9K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 208 $8.65K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $8.32K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 200 $8.31K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 197 $8.19K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 164 $6.82K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 137 $5.7K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 133 $5.53K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 129 $5.36K <0.01% +3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 127 $5.28K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101 $4.22K <0.01% -643 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 94 $3.91K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 88 $3.63K <0.01% -152 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 80 $3.33K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 76 $3.16K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 75 $3K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 64 $2.66K <0.01% -37 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 60 $2.5K <0.01% +6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 49 $2.05K <0.01% +25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 48 $2K <0.01% -80 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 39 $1.62K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 33 $1.37K <0.01% -110 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 28 $1.17K <0.01% 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 44 $1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 14 $1K <0.01% +3 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 22 $915 <0.01% 0 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18 $748 <0.01% -295,490 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7 $291 <0.01% -6 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6 $262 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $208 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3 $125 <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2 $83 <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 1 $42 <0.01% -349,332 13F-HR Timeline Group