HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,017 $71.4K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,000 $70.2K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 992 $69.6K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 67,702 $67.7K 0.04% 0 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. 924 $64.9K <0.01% -70 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 874 $61.4K <0.01% -16,028 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 836 $58.7K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 802 $56.3K 0.05% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 800 $56.2K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 791 $55.5K <0.01% -16 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 786 $55.2K <0.01% -7,713 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 761 $53.4K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 729 $51.2K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 720 $50.6K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 704 $49.4K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 700 $49.1K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 699 $49.1K <0.01% +28 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 665 $46.7K 0.01% +3 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 632 $44.4K 0.04% +466 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 630 $44.2K <0.01% -67 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 600 $42.1K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 598 $42K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 598 $42K 0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 575 $40.4K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 540 $37.9K 0.01% +362 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 516 $36.2K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 496 $34.8K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 476 $33.4K 0.01% +315 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 426 $29.9K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 425 $29.8K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 410 $28.8K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 400 $28.1K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 400 $28.1K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 399 $28K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 400 $28K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 372 $26.1K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 357 $25.1K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 350 $24.6K 0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 342 $24K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 340 $23.9K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 340 $23.9K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 337 $23.7K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 333 $23.6K <0.01% new 13F-HR/A Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 327 $23K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $21.1K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 300 $21.1K 0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 300 $21.1K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 299 $21K 0.01% -67,463 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 298 $20.9K 0.01% +2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 286 $20.1K <0.01% -65 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 280 $19.7K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 281 $19.6K <0.01% new 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 276 $19.4K 0.04% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 263 $18.5K <0.01% -51 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 259 $18.2K <0.01% -600 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 243 $17.1K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 247 $17K 0.01% +121 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 238 $16.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 219 $15.4K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 208 $14.6K <0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $14K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 192 $13.6K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 193 $13.6K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 192 $13.5K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 184 $13K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 179 $12.6K <0.01% 0 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 170 $11.9K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 166 $11.7K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 158 $11.1K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 140 $9.83K <0.01% +3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 136 $9.55K <0.01% +70 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 123 $8.64K <0.01% 0 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 122 $8.57K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 120 $8.43K 0.01% -23 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 116 $8.14K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 108 $7.58K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 107 $7.51K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 106 $7.44K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 96 $6.74K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 81 $5.69K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 70 $4.92K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 69 $4.83K <0.01% -147 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 65 $4.7K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 60 $4.46K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 61 $4.28K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 56 $3.93K <0.01% 0 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 54 $3.79K <0.01% 0 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 53 $3.72K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 53 $3.72K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $3.65K <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 51 $3.58K <0.01% 0 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 50 $3.51K <0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 50 $3.51K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 48 $3.37K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 47 $3.3K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 46 $3.23K <0.01% -5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 49 $3K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 40 $2.82K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 39 $2.74K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 36 $2.67K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 36 $2.53K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $2.25K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 23 $2K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 25 $1.75K <0.01% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 70 $1.71K 1.57% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 15 $1.05K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 345 $242 0.01% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1 $70 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -5,667 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.