SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,565 $125K <0.01% +46 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,552 $124K 0.01% -400 13F-HR Timeline MOTCO More: the full row for MOTCO 1,516 $121K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,495 $119K <0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,458 $117K 0.11% +9 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,458 $117K 0.06% +16 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,440 $115K 0.02% -15 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,400 $112K 0.03% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. 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Mason LLC 1,285 $103K 0.05% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,262 $101K 0.01% +1,260 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,219 $97.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,201 $96K <0.01% +192 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,166 $93.2K <0.01% +1,097 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,150 $91.9K 0.26% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,129 $90.3K 0.08% -125 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,079 $86.3K 0.02% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,034 $82.6K <0.01% +838 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,025 $82K 0.02% +5 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,021 $81.7K 0.06% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 130 $78.3K 0.06% -875 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 979 $78.3K 0.01% -60 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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LLC 765 $61K 0.01% +5 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 738 $59K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 737 $58.9K <0.01% 0 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 700 $56K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 697 $56K <0.01% +444 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 680 $54.4K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 677 $54.1K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 668 $53.4K 0.01% -294 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 646 $51.6K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 643 $51.4K <0.01% +243 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 638 $51K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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More: the full row for Greykasell Wealth Strategies, Inc. 448 $35.8K 0.02% 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 441 $35.2K 0.02% new 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 430 $34.4K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 414 $33.1K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 410 $32.8K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 403 $32.2K 0.01% -20 13F-HR/A Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 369 $29.5K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 365 $29.1K 0.01% +2 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 355 $28.4K 0.01% -99 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 324 $25.9K 0.08% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 311 $24.8K 0.05% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 300 $24K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. 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More: the full row for Gold Investment Management Ltd. 202 $16.1K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 200 $16K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 198 $15.8K <0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 189 $15.1K <0.01% +2 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 180 $14.4K <0.01% +176 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 175 $14K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 175 $14K 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 174 $13.9K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. 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More: the full row for Sunbelt Securities, Inc. 96 $7.71K <0.01% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 96 $7.67K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 92 $7.35K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 94 $7K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 80 $6.37K <0.01% +1 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 76 $6.1K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 76 $6.06K <0.01% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 75 $6K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 68 $5.43K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 64 $5.14K <0.01% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 64 $5.12K <0.01% +5 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 58 $4.63K <0.01% -35 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 54 $4.32K <0.01% -37 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 49 $3.92K <0.01% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 48 $3.84K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for SJS Investment Consulting Inc. 11 $880 <0.01% -1 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8 $603 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6 $480 <0.01% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 4 $340 <0.01% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2 $168 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $115 <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $80 <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ORG Partners LLC More: the full row for ORG Partners LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.