Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 170 $12.2K <0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 149 $10.7K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 142 $10.2K <0.01% -66 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 140 $10K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 134 $9.59K 0.05% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 134 $9.59K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 125 $8.75K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 122 $8.73K <0.01% +39 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 113 $8.09K 0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 118 $8K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 111 $7.95K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 106 $7.61K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 106 $7.59K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 105 $7.52K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $7.16K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 108 $7K <0.01% -9 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 83 $5.94K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 79 $5.66K <0.01% -134 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 72 $5.15K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 67 $5K <0.01% -16 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 65 $4.84K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 65 $4.65K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63 $4.51K <0.01% +8 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 60 $4.29K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 60 $4K <0.01% -390 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 55 $3.94K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 54 $3.87K <0.01% +26 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 53 $3.79K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 52 $3.72K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51 $3.65K <0.01% -33 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 51 $3.65K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $3.58K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 49 $3.52K <0.01% -17 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 47 $3.4K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 46 $3.29K <0.01% +46 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 46 $3.28K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 43 $3.08K <0.01% -17 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40 $2.87K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 40 $2.86K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 38 $2.75K <0.01% new 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 38 $2.72K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 35 $2.51K <0.01% +25 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 34 $2.43K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $2.29K <0.01% -14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $2.29K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $2.15K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 28 $2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 26 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 28 $2K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $1.86K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 25 $1.81K <0.01% -11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21 $1.5K <0.01% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $1.44K <0.01% +12 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $1.43K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 20 $1.43K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 19 $1.36K <0.01% -5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18 $1.29K <0.01% -22 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 18 $1.29K <0.01% +5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 18 $1.29K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $1.22K <0.01% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 107 $1.07K <0.01% -75 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 15 $1.07K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 15 $1.07K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $1K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 14 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14 $1K <0.01% -2 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14 $994 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $971 <0.01% +5 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 13 $931 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $869 <0.01% +7 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 12 $857 <0.01% -2 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $644 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9 $599 <0.01% +3 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7 $502 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $502 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $501 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $429 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $358 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $144 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $72 <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -6 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.