LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,937 $289K 0.01% +63 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,867 $286K 0.07% -354 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 6,765 $282K 0.03% -2,359 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,756 $282K <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,668 $278K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,605 $275K <0.01% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,543 $273K 0.05% +539 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,485 $270K 0.01% -2,977 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,305 $263K 0.01% 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. 6,299 $263K <0.01% -129 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,280 $262K <0.01% -13,188 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6,264 $261K 0.41% +35 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,163 $257K <0.01% -1,180 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 6,149 $256K 0.11% -128 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,124 $255K 0.01% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 6,047 $252K 0.07% +11 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 5,924 $247K 0.02% -600 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 5,743 $240K 0.23% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,698 $238K 0.01% -6,491 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,650 $235K 0.03% 0 13F-HR Timeline AKUNA SECURITIES LLC More: the full row for AKUNA SECURITIES LLC 5,614 $234K 0.12% -11,236 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,562 $232K 0.07% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,508 $230K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,492 $229K <0.01% -5,258 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,364 $224K 0.04% +305 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 5,333 $222K 0.07% +195 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 5,276 $220K 0.05% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,234 $218K 0.03% +700 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,181 $216K 0.01% +101 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,126 $214K 0.12% +2,576 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,082 $212K <0.01% -4,203 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,006 $209K 0.03% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,356 $202K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,818 $159K 0.01% +150 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,998 $155K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,724 $155K <0.01% +936 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 154,444 $154K 0.07% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,694 $154K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,540 $148K <0.01% 0 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,464 $144K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,226 $139K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,065 $128K <0.01% -25,592 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,883 $120K <0.01% new 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,705 $113K 0.1% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,600 $108K 0.05% -4,700 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1,859 $105K 3.63% +530 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,273 $94.7K 0.04% +208 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,247 $93.6K <0.01% -86 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,149 $89.6K <0.01% -142 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,108 $87.9K 0.03% +137 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,037 $84.9K <0.01% -19,290 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,004 $83.5K <0.01% -758 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,941 $81K 0.06% -59 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,827 $76.2K <0.01% +1,003 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 1,704 $71K 0.04% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,419 $59K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,310 $54.6K <0.01% +860 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,202 $50.1K <0.01% +350 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,192 $49.7K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,167 $48.6K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,105 $46K 0.02% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,064 $44K 0.01% +2 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,028 $42.9K <0.01% -69 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,017 $42.4K <0.01% +1 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 $41.7K <0.01% 0 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 1,254 $30.1K 0.5% +144 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 702 $29.3K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $29.2K <0.01% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,602 $25.1K <0.01% 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 600 $25K <0.01% -3,720 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 600 $25K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 600 $25K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 580 $24.2K <0.01% new 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 560 $23K <0.01% -866 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 532 $22.2K <0.01% -52 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 451 $18.8K <0.01% new 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 440 $18.4K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 418 $17.4K <0.01% -82 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 415 $17.3K 0.01% -416 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 403 $16.8K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 400 $16.7K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 376 $15.7K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 376 $15.7K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 310 $12.9K <0.01% +1 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 300 $12.5K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 238 $10.3K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 240 $10K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 222 $9.25K <0.01% +124 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 210 $8.76K <0.01% +85 13F-HR Timeline Shengqi Capital (Hong Kong) Ltd More: the full row for Shengqi Capital (Hong Kong) Ltd 200 $8.34K 0.01% new 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 168 $7K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 164 $6.84K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 161 $6.71K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 122 $5.08K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 120 $5K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 96 $4K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 91 $3.79K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 49 $3.27K <0.01% -26 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 73 $3.03K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 69 $2.85K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 65 $2.71K <0.01% +45 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 65 $2.69K <0.01% +1 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/ 60 $2.5K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52 $2.17K <0.01% -5,840 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 50 $2.09K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 37 $1.54K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 24 $1.04K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 20 $834 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 20 $834 <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 20 $834 <0.01% -20 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 18 $751 <0.01% +12 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 10 $439 <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 $434 <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6 $271 <0.01% +2 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6 $255 <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 6 $250 <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3 $143 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $84 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $42 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1 $23 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $23 <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 0 $2 <0.01% new 13F-HR/A Timeline Amount filed as zero, left out of ratios.