Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 5,664 $224K 0.05% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,624 $222K 0.01% -642 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,465 $216K <0.01% -93 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,295 $209K <0.01% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,176 $205K 0.05% +70 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,156 $204K 0.08% +334 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,117 $202K 0.01% -130 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,052 $201K <0.01% -8 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,070 $201K 0.01% +768 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,531 $179K 0.01% +607 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 3,600 $142K 0.07% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,475 $137K 0.08% +286 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,389 $134K <0.01% +3,332 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,276 $130K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,185 $126K <0.01% 0 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/ 2,939 $116K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,711 $107K <0.01% -190 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,586 $102K 0.02% -56 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,539 $100K <0.01% +109 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,490 $98.5K 0.04% -170 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,350 $93K <0.01% -648 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,248 $88.9K <0.01% +116 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2,215 $87.6K 0.07% 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,187 $86.5K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,162 $85.5K 0.04% +742 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,954 $77.3K 0.03% +19 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,864 $73.7K 0.01% +459 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,831 $72.4K 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,774 $70.2K <0.01% -210 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,710 $67.6K <0.01% -314 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,316 $52.1K 0.01% -50 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,285 $50.8K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,147 $45.4K 0.02% +1,128 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,108 $43.8K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,091 $43.2K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,093 $42.6K <0.01% +10 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,074 $42.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairman Group, LLC More: the full row for Fairman Group, LLC 1,040 $41.2K 0.03% +50 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,000 $39.6K <0.01% -1,562 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 962 $38.1K 0.01% +225 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 791 $31.3K <0.01% +39 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 786 $31.1K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 780 $30.9K <0.01% -94 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 760 $30K <0.01% +330 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 751 $29.7K 0.01% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 710 $28.1K 0.03% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 636 $25.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 631 $25K <0.01% +192 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 620 $24.5K <0.01% 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 607 $24K <0.01% +432 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 602 $23.8K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 598 $23.7K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 585 $23.1K 0.01% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 544 $21.5K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 524 $20.7K <0.01% new 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 526 $20.7K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 517 $20.5K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 459 $18.2K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 452 $17.9K <0.01% 0 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 416 $16.5K 0.01% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 403 $15.9K 0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 393 $15.5K 0.04% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 379 $15K <0.01% +238 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 365 $14.4K <0.01% +172 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 347 $14K <0.01% +5 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 347 $13.7K <0.01% +12 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 329 $13K <0.01% +248 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 327 $12.9K 0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 281 $11.1K <0.01% +13 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 276 $10.9K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 270 $10.7K 0.01% +13 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 214 $8.47K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 208 $8.21K <0.01% +11 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 206 $8.09K <0.01% -301 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 200 $7.91K <0.01% 0 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 176 $6.96K <0.01% -140 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 174 $6.88K <0.01% -133 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 178 $6.82K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 172 $6.8K <0.01% +50 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 139 $6K <0.01% -1 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 146 $5.78K <0.01% -44 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 140 $5.54K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 140 $5.53K <0.01% +56 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 134 $5.3K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 131 $5.22K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 115 $4.55K <0.01% -6 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 112 $4.43K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100 $3.96K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 100 $3.96K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 96 $3.8K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 90 $3.56K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 89 $3.52K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 74 $3.47K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 82 $3.24K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 81 $3.2K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 78 $3.09K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 74 $2.93K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 73 $2.89K <0.01% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 71 $2.81K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 65 $2.57K <0.01% +2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63 $2.49K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 54 $2.14K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54 $2.14K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 62 $2K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 46 $2K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $1.98K <0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 43 $1.7K <0.01% +3 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 42 $1.66K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 39 $1.54K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 38 $1.5K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 37 $1.48K <0.01% 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 35 $1.39K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 30 $1.19K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28 $1.11K <0.01% -544 13F-HR/A Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 26 $1.03K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $998 <0.01% +1 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 25 $989 <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 25 $989 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 21 $831 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19 $750 <0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 17 $673 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 16 $633 <0.01% new 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 15 $605 <0.01% 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 15 $605 <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $593 <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14 $554 <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 11 $435 <0.01% new 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 10 $413 <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10 $396 <0.01% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10 $383 <0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 9 $357 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8 $324 <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $277 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3 $125 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3 $119 <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3 $119 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $86 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $83 <0.01% 0 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2 $79 <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1 $40 <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1 $40 <0.01% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1 $26 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.