Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,751 $139K 0.01% -24,585 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,594 $126K 0.04% +6 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,500 $119K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,459 $115K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,373 $109K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,339 $106K 0.07% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,256 $99.4K <0.01% +35 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,087 $86K <0.01% +50 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,054 $83.4K 0.11% +479 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,006 $79.6K <0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,000 $79.1K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 941 $74K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 71,521 $71.5K 0.06% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 883 $69.9K 0.05% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 789 $65.3K 0.02% +1 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 600 $47.5K <0.01% 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 590 $46.7K <0.01% +4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 568 $45K <0.01% +48 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 533 $42.1K <0.01% +4 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 503 $39.8K <0.01% -397 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 500 $39.6K <0.01% 0 13F-HR/A Timeline Group PayPay Securities Corp More: the full row for PayPay Securities Corp 500 $39.6K 1.72% +272 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 453 $35.9K <0.01% -133 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 378 $29.9K 0.02% +3 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 364 $29.4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 358 $28.4K <0.01% +2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 350 $27.7K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 333 $26.4K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 332 $26.3K 0.01% +2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 295 $23.3K <0.01% -786 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 293 $23.2K <0.01% +11 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 280 $22.2K <0.01% -23 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 255 $20.1K 0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 250 $19.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 220 $19.4K <0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 237 $18.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $15.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 195 $15.4K 0.01% -370 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 190 $15K <0.01% +184 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 188 $14.9K 0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 181 $14.3K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 180 $14.2K 0.01% +80 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) 155 $12.3K <0.01% -89,837 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 154 $12.2K <0.01% +1 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 150 $11.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 148 $11.7K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 110 $8.94K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 88 $6.96K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 84 $6.65K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 50 $3.96K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $3.96K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47 $3.75K <0.01% +34 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 27 $2.14K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 20 $1.66K <0.01% -4,250 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20 $1.66K <0.01% -4,250 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 20 $1.58K <0.01% -158 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 20 $1.58K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20 $1.58K <0.01% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 18 $1.42K <0.01% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 17 $1.35K <0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15 $1.19K <0.01% -214 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15 $1.19K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14 $1.11K <0.01% new 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10 $821 <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10 $791 <0.01% new 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10 $791 <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 6 $475 <0.01% -557 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 6 $475 <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5 $401 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $396 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $242 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3 $228 <0.01% new 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2 $134 <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $79 <0.01% -4 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1 $79 <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1 $53 <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.