Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,755 $141K <0.01% -2,078 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,707 $137K 0.01% +1,555 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,670 $134K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,657 $133K 0.08% +772 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,648 $132K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,549 $124K 0.02% +9 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,547 $123K 0.01% +198 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,496 $120K <0.01% -266 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,303 $104K 0.01% +701 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,259 $101K 0.01% -368 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 1,228 $98.4K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,181 $95K 0.06% +445 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,168 $93.6K <0.01% -259 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,005 $80.5K 0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 974 $78K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 855 $68.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 846 $67.8K <0.01% +29 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 807 $64.6K <0.01% +285 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 788 $63.1K <0.01% -119 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 720 $57.7K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 700 $56.1K 0.01% -2,860 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 681 $54.5K <0.01% +51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 678 $54.3K <0.01% -406 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 602 $48.2K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 552 $44.2K 0.04% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 547 $43.8K <0.01% +362 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 547 $43.4K <0.01% +127 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 489 $39.2K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 479 $38.4K 0.01% +112 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 469 $37K <0.01% -19 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 385 $30.8K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 368 $29.5K 0.01% +206 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 346 $29.1K <0.01% -65 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 348 $27.9K <0.01% -27 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 340 $27K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 318 $25.5K 0.06% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 305 $24.4K <0.01% +122 13F-HR Timeline National Pension Service More: the full row for National Pension Service 300 $24K <0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 297 $23.8K <0.01% +54 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 296 $23.7K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 292 $23.4K 0.01% -13 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 255 $20.4K 0.01% -15 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 254 $20.3K <0.01% 0 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 247 $19.8K +137 Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 245 $19.6K <0.01% -25 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 231 $18.5K 0.02% 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 218 $17.5K 0.02% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 213 $17.1K 0.01% -101 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $16K 0.02% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $16K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 197 $15.8K <0.01% +160 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 192 $15.4K <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 176 $14.1K <0.01% +119 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 182 $14K <0.01% +1 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 180 $14K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 155 $13.5K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 168 $13.5K <0.01% -182 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 166 $13.3K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 150 $12.1K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 138 $11.1K <0.01% -93 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 135 $10.8K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 130 $10.3K 0.01% +7 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 126 $10.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 126 $10.1K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 120 $9.61K 0.01% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 118 $9.45K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 114 $9.13K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 108 $8.65K 0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 103 $8.58K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 104 $8.33K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $8.01K <0.01% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 100 $8.01K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 111 $8K <0.01% +12 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $8K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 98 $7.85K <0.01% +31 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 96 $7.69K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 85 $6.81K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 83 $6.65K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 80 $6.37K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 76 $6.09K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72 $5.77K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 71 $5.69K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $5.61K <0.01% -23 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 60 $4.81K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 57 $4.57K <0.01% -5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 50 $4K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 47 $3.96K <0.01% -56 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 45 $3.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 42 $3.37K <0.01% -30 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 42 $3.36K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37 $2.97K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 37 $2.96K <0.01% -2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $2.56K <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 31 $2.48K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 31 $2.48K <0.01% +5 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 26 $2.08K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 25 $2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 18 $1.44K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $1.28K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $1.2K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15 $1.2K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $1.2K <0.01% -4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 12 $962 <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12 $961 <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11 $881 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10 $801 <0.01% +8 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6 $481 <0.01% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4 $320 <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $320 <0.01% -21 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 3 $240 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $240 <0.01% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2 $135 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $80 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $80 <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $6 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.