Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,353 $194K 0.01% +2,024 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,342 $193K 0.01% +2,153 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,298 $190K 0.35% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,292 $189K 0.01% +2,197 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,224 $184K <0.01% +1,809 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,211 $183K <0.01% +1,840 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,202 $182K <0.01% +1,835 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,220 $181K 0.21% +1,850 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,136 $176K 0.01% +2,085 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,038 $168K 0.02% +1,699 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,939 $159K <0.01% +1,616 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,938 $159K 0.01% +1,598 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,924 $159K 0.02% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,901 $157K 0.04% +1,584 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,715 $142K 0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,702 $141K 0.09% +1,418 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,698 $140K 0.07% +1,415 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,674 $138K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,626 $134K 0.03% +1,291 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,578 $130K 0.02% +1,315 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,564 $129K 0.03% +1,306 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,531 $127K 0.07% +1,522 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,494 $123K <0.01% +1,116 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,440 $119K 0.03% +1,145 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,440 $118K 0.01% +25 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,368 $113K <0.01% +1,140 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,375 $112K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,332 $110K <0.01% +1,110 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,302 $108K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,241 $103K 0.01% +1,034 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,188 $98.2K <0.01% +1,142 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,166 $96K <0.01% +972 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop National Bank More: the full row for Hilltop National Bank 1,146 $94.7K 0.02% +955 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,140 $94.2K 0.04% +950 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,102 $91K 0.01% +942 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 986 $81.5K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 912 $75.4K 0.03% +784 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 905 $74.8K 0.03% +546 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 897 $74.1K 0.01% +747 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 888 $73.4K <0.01% +740 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 816 $67.4K 0.02% +680 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 802 $66.3K 0.02% +668 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 756 $62.5K 0.01% +619 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 165 $60K <0.01% -420 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 726 $60K 0.02% +605 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 718 $59.3K 0.02% +598 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 674 $56K 0.01% +571 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 643 $53.1K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 642 $53K 0.01% +535 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 642 $53K <0.01% new 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 636 $52.5K 0.01% +530 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 612 $50.6K <0.01% +510 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 600 $49.6K <0.01% +500 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 600 $49.6K <0.01% +500 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 599 $49.5K 0.01% +499 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 583 $48.1K 0.04% +486 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 540 $44.6K <0.01% +450 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 540 $44.6K 0.03% +450 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 525 $43.4K 0.03% +438 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 516 $42.6K <0.01% +430 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 510 $42.1K 0.01% +425 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 504 $41.7K 0.01% +420 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 504 $41.6K <0.01% +420 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 500 $41.3K 0.01% +331 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 492 $40.6K <0.01% +264 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 447 $36.9K <0.01% +372 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 438 $36.2K <0.01% +239 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 414 $34.2K <0.01% +345 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 408 $33.7K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 406 $33.5K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 388 $32.1K 0.01% +320 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 384 $31.4K <0.01% +320 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 369 $30.5K 0.01% +291 13F-HR/A Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 360 $29.7K <0.01% +300 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 360 $29.7K 0.01% +300 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 342 $28.3K 0.02% +251 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 330 $27.3K 0.01% +275 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 324 $26.5K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 307 $25.4K 0.01% +256 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 306 $25.3K <0.01% +167 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 300 $24.8K <0.01% +250 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 294 $24K <0.01% +245 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 260 $21.5K 0.01% +217 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 258 $21.3K <0.01% +215 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 246 $20.3K <0.01% +205 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 246 $20K <0.01% +205 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 240 $19.8K <0.01% +200 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 237 $19.6K <0.01% +194 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 225 $18.6K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 222 $18.3K <0.01% +185 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 216 $17.8K 0.01% +180 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $16.5K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 198 $16.4K <0.01% +165 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 189 $15.6K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 181 $14.9K <0.01% +179 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 180 $14.9K 0.01% +155 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 180 $14.9K 0.01% +148 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 163 $13.7K <0.01% +136 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 163 $13.5K <0.01% +136 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $12.4K <0.01% +125 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 150 $12.4K <0.01% +125 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 150 $12.4K <0.01% +125 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 145 $12K 0.01% +121 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 144 $11.9K <0.01% +120 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 126 $10.4K <0.01% +105 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 120 $9.91K <0.01% +100 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 120 $9.91K 0.01% +100 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 120 $9.91K <0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 118 $9.72K <0.01% +98 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 108 $8.92K <0.01% +90 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 97 $8.05K 0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 96 $7.93K 0.01% +80 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 90 $7.44K <0.01% +75 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 90 $7.44K <0.01% +75 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 96 $7K <0.01% +80 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 84 $6.94K <0.01% +70 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 78 $6.44K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 73 $6.03K <0.01% +71 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 66 $5.46K <0.01% +55 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 66 $5.45K <0.01% +55 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 61 $5.06K <0.01% +25 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 54 $4.46K <0.01% +45 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 48 $3.97K <0.01% +40 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 48 $3.97K <0.01% +40 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 42 $3.47K <0.01% +35 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 36 $2.98K <0.01% +30 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 36 $2.98K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 36 $2.97K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 36 $2.96K <0.01% -2 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 30 $2.51K <0.01% +25 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 30 $2.48K <0.01% +25 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 30 $2.48K <0.01% +25 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 30 $2.48K <0.01% +25 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 30 $2.48K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 28 $2.31K <0.01% -128 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 26 $2.19K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24 $1.98K <0.01% +20 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 18 $1.49K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 18 $1.49K <0.01% +15 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 14 $1.16K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 12 $994 <0.01% +10 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6 $496 <0.01% +5 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6 $496 <0.01% +5 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 6 $496 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $31 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.