TSFG, LLC More: the full row for TSFG, LLC 1,300 $107K 0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,261 $104K <0.01% -53 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,210 $100K 0.06% -12 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,184 $97.9K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,179 $97.4K 0.03% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,132 $93K 0.02% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,055 $87.2K 0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,050 $86.8K 0.01% +525 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,000 $82.7K 0.05% +825 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 972 $80.3K 0.05% +350 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 969 $80.1K 0.01% -604 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 967 $79.9K 0.03% -37 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 957 $79.1K 0.02% new 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 900 $74.4K 0.11% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 890 $73.6K <0.01% -7 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 832 $68.8K 0.15% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 822 $67.9K 0.03% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 805 $66.5K 0.03% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 798 $66K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 752 $62.2K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 726 $60K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 484 $40K 0.02% -52 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 459 $37.9K 0.01% +19 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 454 $37.5K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 450 $37.2K <0.01% 0 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 430 $35.5K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 429 $35.5K 0.03% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 427 $35.3K 0.02% -145 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for RICHARDS, MERRILL & PETERSON, INC. 385 $31.8K 0.01% +22 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 380 $31.4K 0.29% -300 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 375 $31K 0.01% -230 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 372 $30.7K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 372 $30.7K <0.01% -20 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 370 $30.6K <0.01% -362 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 366 $30.2K <0.01% -262 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 360 $29.8K 0.03% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 357 $29.5K 0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 356 $29.4K <0.01% new 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 341 $28.2K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 335 $27.7K <0.01% +38 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 324 $27K <0.01% new 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 321 $26.5K 0.01% +141 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 313 $25.9K 0.01% -3 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 308 $25.5K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 302 $25K 0.01% +93 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 300 $24.8K 0.01% -30 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 296 $24.5K <0.01% -151 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 291 $24K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 278 $23K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 269 $22.2K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 260 $21.5K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 249 $20.6K <0.01% -4,153 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 246 $20.3K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 242 $20K 0.02% +3 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 238 $19.7K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 233 $19.3K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 228 $18.8K 0.01% +4 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 226 $18.7K <0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 225 $18.6K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 221 $18.2K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 218 $18K 0.01% +60 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 215 $17.8K 0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 214 $17.7K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 206 $17.1K -591 Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 206 $17K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 203 $16.8K 0.01% +181 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 196 $16.2K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 184 $15.2K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 183 $15.1K <0.01% +2 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 177 $14.6K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 175 $14.5K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 174 $14.4K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 153 $12.7K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 136 $11.2K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 136 $11.2K <0.01% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 138 $11K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 132 $10.9K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 130 $10.7K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 129 $10.7K <0.01% +86 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 123 $10.2K -16,886 Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 115 $9.51K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 108 $8.93K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $8.89K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 107 $8.84K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 107 $8.83K <0.01% +1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $8.27K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 97 $8.02K <0.01% -261 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $8K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 90 $7.44K 0.01% -30 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 88 $7.34K <0.01% -44 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 75 $6.2K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 74 $6.12K <0.01% -59 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 73 $6.03K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 62 $5.12K <0.01% -132 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 56 $4.63K <0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 48 $3.97K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 47 $3.88K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 46 $3.8K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 42 $3.48K <0.01% +41 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 42 $3.47K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 38 $3.17K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 38 $3.14K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 37 $3.06K <0.01% -67 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 37 $3.04K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 36 $2.98K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 36 $2.98K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 32 $2.65K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 32 $2.65K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 30 $2.47K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $2.36K <0.01% -7 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 28 $2.31K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 24 $1.98K <0.01% -98 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 24 $1.98K <0.01% +10 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 23 $1.89K <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 22 $1.82K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 20 $1.65K <0.01% -505 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18 $1.49K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 17 $1.41K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15 $1.24K <0.01% -37 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14 $1.16K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $847 <0.01% -190 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 8 $651 <0.01% +5 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5 $413 <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $83 <0.01% -190,000 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 0 $41 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 0 $31 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CENTRAL BANK OF BRAZIL More: the full row for CENTRAL BANK OF BRAZIL 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.