CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,384 $350K 0.16% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,350 $346K 0.03% 0 13F-HR/A Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 3,238 $335K 0.12% +395 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,210 $332K 0.03% +15 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,184 $329K 0.04% -343 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,767 $327K 0.01% 0 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3,145 $325K 0.44% +493 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 3,041 $314K 0.17% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,014 $312K 0.09% -986 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 3,000 $310K 0.05% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,997 $310K 0.07% -981 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,937 $304K <0.01% -4,728 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,874 $297K 0.01% +389 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,834 $293K <0.01% -66,506 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,832 $293K 0.02% -12,795 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 2,788 $288K 0.27% +10 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,781 $288K 0.09% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,768 $284K 0.03% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,737 $283K <0.01% -73 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,640 $273K 0.06% +48 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,629 $272K 0.01% -122 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,569 $266K 0.09% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,503 $259K 0.04% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,469 $255K 0.05% new 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,442 $253K 0.16% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,361 $244K <0.01% +1,961 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,340 $242K 0.01% -2,195 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 2,300 $238K 0.13% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,258 $234K 0.01% -15,748 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,256 $233K 0.03% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,246 $232K <0.01% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,208 $228K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,200 $227K <0.01% -300 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,174 $225K <0.01% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,137 $221K 0.07% -2,968 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 2,118 $219K 0.12% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,965 $214K 0.02% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,037 $211K <0.01% -81,378 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,015 $208K 0.01% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,000 $207K 0.05% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,983 $205K <0.01% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,980 $205K 0.04% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,948 $201K 0.01% new 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/ 1,897 $196K <0.01% +534 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,770 $183K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,750 $181K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,732 $179K 0.02% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 154,444 $154K 0.09% +104,444 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,400 $145K 0.12% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,290 $133K 0.01% -3,384 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,198 $124K 0.07% -264 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,193 $123K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,170 $121K <0.01% -25,676 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,104 $114K <0.01% -1,162 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,031 $107K 0.05% -224 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,000 $103K <0.01% 0 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 994 $103K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 772 $79.8K 0.05% -346 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 635 $65.7K <0.01% +109 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 629 $65K <0.01% -329 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 750 $62.2K 0.05% 0 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 584 $60.3K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 580 $59.9K <0.01% -1,199 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 574 $59.3K <0.01% +12 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 556 $57.5K <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 551 $57K 0.03% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 507 $52.4K <0.01% +2 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 500 $51.7K <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 426 $44K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 414 $42.8K 0.02% +81 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 393 $40.7K 1.46% -1,007 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 358 $37K <0.01% -344 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 350 $36.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 344 $35.7K <0.01% -30 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 334 $34.6K 0.01% +1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 300 $31K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 300 $31K <0.01% +200 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 300 $31K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 290 $30K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 256 $26.5K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 256 $26.5K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 250 $25.9K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 233 $24.1K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 220 $22.8K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $20.7K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 188 $19.4K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 180 $18.6K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 168 $17K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 155 $16K <0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 151 $15.6K <0.01% +1 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $15.5K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 140 $14.5K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $10.3K 0.01% 0 13F-HR Timeline Shengqi Capital (Hong Kong) Ltd More: the full row for Shengqi Capital (Hong Kong) Ltd 100 $10.3K 31.3% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 92 $9.54K <0.01% -25 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 84 $8.69K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 77 $8K <0.01% -267 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 60 $6.2K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 49 $5.07K <0.01% -15 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 40 $4.14K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 36 $3.77K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 36 $3.72K <0.01% +6 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 34 $3.53K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 32 $3.34K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 48 $3.11K <0.01% +10 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $2.59K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25 $2.58K <0.01% +19 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14 $1.46K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10 $1.08K <0.01% 0 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 10 $1.03K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10 $1.03K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8 $828 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5 $535 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $319 <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 2 $253 <0.01% -18 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2 $176 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1 $108 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $105 <0.01% -700 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1 $87 <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $52 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.