BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,192 $282K <0.01% -844 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,073 $277K <0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,846 $266K 0.02% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,803 $264K 0.07% +476 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,771 $263K 0.01% -323 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,703 $260K <0.01% +46 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,651 $258K 0.16% -232 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,643 $257K 0.02% +811 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,530 $252K <0.01% -645 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,500 $251K 0.07% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,500 $251K 0.04% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,456 $249K <0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 5,316 $242K 0.01% -144 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,113 $233K <0.01% -162 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,000 $228K 0.02% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,947 $225K <0.01% +315 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 4,900 $225K 0.16% +99 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,856 $221K 0.01% -36 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,850 $221K 0.07% +350 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,789 $218K <0.01% -259 13F-HR/A Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,729 $216K 0.16% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,725 $215K <0.01% +19 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,662 $212K 0.03% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,662 $212K 0.07% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,656 $212K 0.07% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,622 $211K 0.15% 0 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 4,563 $208K 0.03% 0 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,532 $207K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,518 $206K <0.01% +992 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 4,492 $205K 0.04% -722 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,426 $202K 0.02% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,412 $201K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,326 $197K 0.13% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,204 $192K <0.01% -109 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,883 $177K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,793 $173K <0.01% -228 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,726 $170K 0.01% +2,907 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,596 $164K <0.01% -9,459 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,500 $159K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,115 $142K <0.01% -1,754 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,098 $141K 0.1% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,000 $137K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,992 $136K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,958 $135K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,622 $119K <0.01% +658 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,600 $118K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,506 $114K 0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,367 $108K 0.01% +1,498 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,250 $103K 0.02% -56 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,225 $101K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,726 $78.7K 0.04% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,569 $71.5K <0.01% -1,438 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,550 $70.6K 0.05% +5 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,497 $68.2K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,137 $51.8K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 913 $41.6K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 812 $37K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 791 $36.1K 0.01% +7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 791 $36K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 647 $29.5K 0.01% -98 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 617 $28.1K <0.01% +495 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 572 $26.1K <0.01% -3,448 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 501 $22.8K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $22.8K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 446 $20.3K <0.01% +4 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 376 $17.1K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 331 $15.1K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 313 $14.3K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 275 $12.5K <0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 244 $11.1K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 225 $10.3K -267 Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 205 $9.34K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 204 $9.3K 0.02% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $9K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 169 $7.7K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 103 $4.69K <0.01% -355 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 74 $3.37K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $3.19K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 60 $2.73K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 55 $2.51K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 52 $2.37K <0.01% new 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 46 $2.1K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 45 $2.05K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 41 $1.87K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 40 $1.82K <0.01% 0 13F-HR/A Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 36 $1.64K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 31 $1.41K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 25 $1.15K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23 $1.05K <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 18 $826 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $528 <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 11 $507 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 11 $501 <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. 6 $257 <0.01% +2 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 2 $92 <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.