Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,508 $870K 0.06% -1,667 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,154 $850K 0.03% +3,511 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 14,684 $824K <0.01% +4,299 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,538 $816K <0.01% +1,153 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,695 $769K 0.22% +419 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,668 $767K 0.17% +392 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 17,130 $761K 1.2% -5,331 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,340 $749K 0.2% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 12,674 $711K 0.34% +138 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,477 $700K <0.01% new 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,251 $690K 0.35% -31 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,282 $689K 0.04% +993 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 12,255 $688K 0.33% +19 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 11,837 $664K 0.16% +656 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,172 $627K 0.02% -9,054 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 11,105 $623K 0.42% -4,391 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 11,102 $623K 0.04% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,025 $619K 0.07% +4,964 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 10,796 $606K 0.26% -2,647 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,115 $568K <0.01% +1,803 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,952 $559K <0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 9,872 $547K 0.03% -5,894 13F-HR/A Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,354 $525K 0.06% +87 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,726 $490K 0.02% -6,356 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,362 $469K 0.07% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 8,105 $455K 0.06% -1,360 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 8,094 $454K 0.09% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 8,008 $449K 0.09% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,000 $449K <0.01% +7,885 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,900 $443K 0.57% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 7,932 $441K 0.05% +3,705 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,356 $413K 0.05% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,299 $410K <0.01% -12,635 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 7,274 $408K -2,727 Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 7,201 $404K 3.29% -6,008 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,059 $396K <0.01% new 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 7,011 $393K 0.14% -12,334 13F-HR/A Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,006 $393K 0.06% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 6,909 $388K 0.19% -49 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,900 $387K 0.09% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,962 $386K 0.01% new 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) 6,838 $384K 0.01% -21,493 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,653 $373K 0.05% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 6,605 $371K 0.4% -135 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 6,485 $364K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,499 $361K 0.03% +2,638 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,358 $357K <0.01% -177 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,337 $356K 0.2% -37,708 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,326 $355K 0.03% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,122 $344K 0.02% +2,081 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 6,095 $342K 0.3% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6,050 $340K 0.05% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,035 $339K 0.03% +1,970 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,823 $327K 0.01% -9,497 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,784 $325K 0.01% -101,552 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 5,755 $323K 0.26% +41 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5,745 $322K 0.16% -8,472 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,558 $312K <0.01% -374 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 5,463 $307K 0.03% +320 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5,368 $301K 0.29% -3,390 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,359 $301K 0.06% -320 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,319 $299K 0.01% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,296 $297K <0.01% -5,260 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,145 $288K <0.01% -2,694 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 5,123 $288K 0.1% -1,006 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,059 $284K 0.02% -4,334 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,992 $280K 0.11% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,932 $277K 0.17% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,915 $276K 0.05% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,880 $274K <0.01% -9,330 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,859 $273K <0.01% -1,122 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,791 $269K 0.04% +303 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 4,665 $262K 0.13% +14 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,742 $261K 0.01% +2 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,615 $259K <0.01% -1,104 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,598 $258K 0.01% +394 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 4,560 $256K 0.02% -203 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,554 $256K 0.01% +1 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,547 $255K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,548 $255K 0.01% +98 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 4,437 $249K <0.01% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,417 $248K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,399 $247K 0.02% new 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 4,425 $243K 0.13% -4,089 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,167 $234K 0.01% -838 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,130 $232K <0.01% +91 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,076 $229K 0.01% +372 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,056 $228K 0.1% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,032 $226K 0.01% +157 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,795 $213K 0.09% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,763 $211K 0.02% +211 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,749 $210K 0.01% +225 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,740 $210K 0.01% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,584 $201K 0.1% -969 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,583 $201K 0.04% -811 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,540 $199K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,830 $159K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,701 $152K 0.01% -90 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,664 $150K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,614 $147K 0.08% -784 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,606 $146K 0.11% +243 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,519 $141K <0.01% +2,261 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,407 $135K <0.01% +133 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,148 $121K <0.01% +1,771 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,147 $120K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,996 $112K 0.04% +922 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,987 $111K 0.01% -10 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,930 $108K 0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,799 $101K 0.04% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,712 $96.1K 0.02% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,703 $95.6K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,612 $90K <0.01% -1,175 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,533 $84.9K 0.07% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,488 $83.5K <0.01% +451 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,416 $79.2K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,293 $72.6K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,258 $70.6K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,160 $65.1K 0.03% -3,144 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,159 $65K <0.01% +1,157 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,068 $59.9K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,037 $58.1K 0.01% -188 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 992 $55.7K <0.01% +148 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 982 $55.1K <0.01% -930 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 959 $53.8K 0.01% 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 893 $50.1K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 866 $49K <0.01% -595 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 819 $46K 0.04% +12 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 795 $44.6K 0.03% +9 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 778 $43.7K 0.01% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 769 $43.2K <0.01% +70 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 682 $38.3K 0.03% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 634 $35.6K 0.01% -53 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 633 $35.5K <0.01% +85 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 602 $33.8K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 583 $32.7K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 505 $28.3K <0.01% +129 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 488 $27K <0.01% -1 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 474 $26.6K <0.01% -420 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 450 $25.3K <0.01% -1,849 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 435 $24.3K 0.01% -7 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 414 $23.2K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 408 $22.9K 0.01% 0 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 391 $21.9K 0.01% +5 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 387 $21.7K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 361 $20.3K <0.01% -878 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 350 $20.2K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 351 $19.7K <0.01% +163 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 344 $19.3K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 322 $18K 0.01% +3 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 318 $17.8K <0.01% -64 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 284 $15.9K 0.01% -590 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 271 $15.2K 0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 264 $14.7K <0.01% +124 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 262 $14.7K 0.01% +3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 253 $14.2K <0.01% -1 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 263 $14K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 205 $11.5K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 200 $11.2K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 193 $10.8K <0.01% +4 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 192 $10.8K <0.01% +97 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 184 $10.3K <0.01% 0 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 156 $8.76K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 141 $7.91K 0.01% 0 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 139 $7.8K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 136 $7.63K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 130 $7.3K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 126 $7.07K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 126 $7.07K 0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 126 $7.07K <0.01% 0 13F-HR/A Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 112 $6.21K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 100 $5.63K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 98 $5.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 92 $5.16K <0.01% +64 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 89 $5K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 87 $4.88K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 86 $4.83K <0.01% +50 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 73 $4.06K <0.01% -669 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 66 $3.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 64 $3.59K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 61 $3.4K <0.01% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 60 $3.37K <0.01% 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 48 $2.69K <0.01% +44 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 41 $2.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 40 $2.25K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 33 $1.85K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 28 $1.61K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 27 $1.51K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 23 $1.29K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 20 $1.12K <0.01% -31 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 18 $1.01K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15 $842 <0.01% new 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 14 $811 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $617 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $449 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7 $393 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $389 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4 $224 <0.01% -45 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1 $57 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.