Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 433 $141K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 425 $138K 0.03% +1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 400 $130K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 367 $119K 0.04% -50 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 355 $117K 0.07% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 330 $107K 0.01% -100 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 329 $107K 0.03% +64 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 329 $107K 0.06% -143 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 326 $106K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 325 $106K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 320 $104K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 314 $102K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 310 $101K <0.01% -13 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 290 $94.4K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 270 $87.9K 0.05% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 250 $81.4K 0.01% -5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 250 $81.4K 0.05% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 248 $80.7K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 246 $79.9K 0.02% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 228 $74.2K <0.01% +161 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 224 $72.8K 0.06% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 222 $72.3K <0.01% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 215 $70K 0.09% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 210 $68.4K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 201 $65.4K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 199 $64.8K 0.01% +30 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 198 $64.5K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 190 $61.8K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 182 $59.2K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 180 $58.6K 0.05% -10 13F-HR Timeline City State Bank More: the full row for City State Bank 179 $58.3K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 179 $58.1K +1 Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 174 $56.5K <0.01% +28 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 162 $52.7K 0.02% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 154 $50.1K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 149 $48.5K <0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 148 $48K <0.01% 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 140 $45.6K <0.01% -10 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 140 $45.6K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 138 $44.9K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 136 $44.3K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 137 $44K 0.03% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 115 $43.2K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 129 $42K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 129 $41.8K 0.01% +1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 126 $41K <0.01% 0 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 124 $40.4K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 119 $38.4K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 107 $34.8K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 104 $34K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 103 $34K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 100 $32.6K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 88 $28.6K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 87 $28.3K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 85 $27.7K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 79 $25.7K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 75 $24.4K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 70 $22.8K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 66 $21.5K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 65 $21.2K <0.01% -10 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 55 $17K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 50 $16.3K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 50 $16.3K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 48 $15.6K <0.01% 0 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $15K <0.01% -10 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $14.6K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 44 $14.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 38 $12.4K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 34 $11.1K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 33 $10.7K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 30 $9.77K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 29 $9.45K <0.01% +1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 28 $9.11K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24 $7.93K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 20 $6.51K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 20 $6.51K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 20 $6.51K <0.01% -80 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 20 $6.5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 17 $5.53K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16 $5.21K <0.01% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 16 $5.21K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 15 $4.88K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15 $4.88K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14 $4.56K <0.01% +5 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 13 $4.23K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 12 $3.92K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10 $3.25K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10 $3.25K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8 $2.6K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7 $2.31K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $2.28K <0.01% new 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 6 $1.95K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6 $1.95K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5 $1.63K <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 4 $1.3K <0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4 $1K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2 $652 <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 0 $142 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,249 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.