Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,436 $339K 0.03% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,428 $339K <0.01% -6,206 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 6,400 $337K 0.2% +700 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 6,277 $331K 0.14% +2,383 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6,229 $328K 0.54% +3,084 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,114 $322K 0.03% 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 6,082 $321K 0.16% +3,041 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 6,036 $318K 0.08% +3,022 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,004 $317K 0.06% +3,007 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,892 $311K <0.01% +4,699 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,946 $310K 0.05% -582,187 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,650 $298K 0.03% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,562 $293K 0.09% +2,781 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,508 $290K 0.02% +2,158 13F-HR/A Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 5,500 $290K 0.04% +2,500 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,482 $289K 0.01% +2,608 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,361 $283K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,346 $282K <0.01% -283 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 5,275 $278K 0.06% +2,635 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,194 $274K 0.02% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 5,138 $271K 0.09% +2,569 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,080 $268K 0.01% +2,451 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,059 $267K 0.04% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,050 $266K 0.02% +141 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,006 $264K 0.04% +2,503 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 4,662 $246K <0.01% new 13F-HR Timeline Group Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 4,659 $246K 0.45% -1,660 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,562 $241K <0.01% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,562 $240K 0.14% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,534 $239K 0.03% +2,278 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,505 $237K <0.01% +2,522 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,483 $236K <0.01% -217 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 4,481 $236K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,430 $234K 0.01% +2,415 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,426 $233K 0.1% +2,289 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,416 $233K <0.01% +2,208 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,404 $232K 0.02% +202 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,320 $228K <0.01% +1,959 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,112 $227K 0.02% +2,147 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,291 $226K 0.01% +2,033 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 4,280 $226K 0.09% +1,042 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,236 $223K 0.12% +2,118 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,197 $221K <0.01% +1,951 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,074 $215K <0.01% +2,037 13F-HR/A Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,060 $214K <0.01% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,044 $213K 0.18% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,000 $211K <0.01% +1,800 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,000 $211K 0.06% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,960 $209K 0.04% +1,980 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,919 $207K 0.02% -148 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,919 $207K 0.01% +1,971 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 3,855 $203K 0.05% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,820 $201K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,794 $200K 0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,686 $194K 0.17% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,668 $193K 0.02% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,540 $187K <0.01% +1,770 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,500 $185K 0.01% +1,750 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,464 $183K 0.02% +1,732 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,226 $170K 0.01% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 154,444 $154K 0.08% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,788 $147K <0.01% +1,794 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,762 $146K 0.01% +1,472 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,550 $134K 0.08% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,333 $123K <0.01% +1,163 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,291 $121K <0.01% +1,656 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,242 $118K <0.01% -4,151 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,065 $109K 0.04% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,012 $106K 0.04% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,000 $105K 0.05% +802 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,971 $104K 0.03% 13F-HR/A Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1,692 $89.2K 0.07% 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,426 $75K <0.01% +1,349 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,388 $73.2K <0.01% +284 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1,329 $70.1K 2.06% +936 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,167 $61.5K 0.01% +583 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,159 $61.1K <0.01% +579 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,112 $58.6K <0.01% +556 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,103 $58.1K 0.03% +552 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,097 $57.9K <0.01% +523 13F-HR Timeline Group Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1,078 $56.8K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,062 $56K 0.02% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,016 $53.5K <0.01% +509 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. 1,000 $52.7K <0.01% +500 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 852 $44.9K <0.01% +426 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 831 $43.8K 0.02% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 828 $43.7K 0.02% +414 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 824 $43.5K <0.01% +466 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 702 $37K 0.02% -70 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $36.9K <0.01% +350 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 600 $31.6K <0.01% +300 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 600 $31.6K <0.01% +300 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 600 $31.6K 0.02% +300 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 584 $30.8K <0.01% +240 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 500 $26.4K <0.01% +267 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 450 $23.7K <0.01% +194 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 450 $23.7K 0.02% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 440 $23.2K 0.01% +220 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 400 $21.1K <0.01% +200 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 400 $21.1K 0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,110 $21.1K 0.4% -9,925 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 378 $19.9K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 376 $19.8K 0.01% +188 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 309 $16.3K <0.01% +154 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 301 $15.9K <0.01% +150 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 300 $15.8K 0.04% +150 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 240 $12.7K <0.01% +226 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 200 $10.5K <0.01% +100 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 172 $9.07K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 168 $8.86K <0.01% +84 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 164 $8.65K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 161 $8.49K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 150 $7.91K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 125 $6.57K <0.01% +33 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 120 $6.33K <0.01% +60 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 98 $5.17K <0.01% +49 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 91 $4.8K <0.01% +55 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 75 $4.27K <0.01% +27 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 73 $3.83K <0.01% +37 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 68 $3.6K <0.01% +34 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 64 $3.4K <0.01% +32 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 50 $2.64K <0.01% +25 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 50 $2.64K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 40 $2.11K <0.01% -991 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20 $1.05K <0.01% +10 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 20 $1.05K <0.01% +10 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10 $549 <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 10 $543 <0.01% +5 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6 $332 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6 $321 <0.01% +3 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4 $217 <0.01% +2 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3 $180 <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $106 <0.01% +1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2 $81 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $53 <0.01% 0 13F-HR Timeline