KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,489 $254K 0.02% -95 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,484 $253K <0.01% -2,573 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,484 $253K 0.23% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,482 $253K 0.18% -121 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,473 $252K 0.02% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,467 $251K 0.06% -321 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,457 $249K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,456 $249K 0.02% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,434 $245K 0.25% +122 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,412 $241K 0.03% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,402 $239K 0.07% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,399 $239K 0.01% +10 13F-HR Timeline Group ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,459 $238K 0.17% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,396 $238K <0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,390 $237K 0.01% -154 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 1,379 $236K 0.09% -39 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,375 $235K 0.02% +2 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,369 $234K 0.01% +17 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,369 $234K 0.01% -64 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,349 $230K 0.01% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,342 $229K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,340 $229K 0.02% +908 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,330 $227K 0.13% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,325 $226K 0.01% -161 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,324 $226K 0.18% -50 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,317 $225K 0.11% +5 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,314 $224K 0.02% -10 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,307 $223K 0.07% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,277 $219K 0.03% -82 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,274 $218K 0.07% -624 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,261 $215K 0.1% +9 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,254 $214K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,255 $214K 0.05% -150 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,251 $214K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,234 $211K 0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,332 $211K <0.01% 0 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,221 $209K 0.08% -10 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,215 $208K 0.06% +3 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,207 $206K 0.02% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,198 $205K 0.01% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,190 $203K 0.02% -74 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,186 $203K 0.01% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,181 $202K 0.07% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,179 $201K 0.1% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,174 $200K <0.01% new 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 902 $154K 0.13% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 901 $154K 0.05% +176 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 892 $152K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 828 $141K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 803 $137K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 785 $134K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 777 $133K 0.12% +194 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 740 $126K 0.04% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 700 $120K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 700 $120K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 680 $116K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 650 $111K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 638 $109K 0.01% -375 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 635 $108K 0.03% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 547 $93.4K 0.02% +248 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 529 $90.4K 0.06% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 527 $90.1K 0.05% +1 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for NBT BANK, N.A. 231 $39.4K <0.01% +2 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 195 $33.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 197 $33.3K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 190 $32.5K 0.01% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 189 $32.3K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 175 $29.9K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 175 $29.9K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 170 $29K <0.01% 0 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 167 $28.5K 0.01% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 166 $28K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 162 $27.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 161 $27K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 158 $27K 0.03% -5 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 153 $26.1K <0.01% -9 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 152 $26K 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 147 $25.1K <0.01% -51 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 146 $24.9K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Clarity Asset Management, Inc. 100 $17.1K 0.01% -7 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $17.1K <0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 100 $17.1K 0.01% -30 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 100 $17.1K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $17.1K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $17.1K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 95 $16.2K <0.01% -52 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 90 $15.4K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 90 $15.4K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 89 $15.2K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 88 $15.1K <0.01% +83 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 88 $15K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 80 $14K <0.01% 0 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 81 $13.8K 0.02% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 80 $13.6K 0.01% +1 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 79 $13.5K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 76 $13K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 75 $12.8K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 75 $12K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 70 $12K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 68 $11.6K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 65 $11.1K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 64 $10.9K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 63 $10.8K <0.01% -56 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 63 $10.8K <0.01% -179 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 59 $10.1K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 50 $8.54K <0.01% -10 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 50 $8.54K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 45 $7.69K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 44 $7.51K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 43 $7.34K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 41 $7K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 40 $6.83K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 39 $6.66K 0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 32 $5.47K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 31 $5.24K <0.01% +1 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 30 $5.12K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 29 $4.95K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 28 $4.78K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 27 $4.61K <0.01% +17 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 25 $4.27K <0.01% 13F-HR Timeline Group TD Waterhouse Canada Inc. 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More: the full row for Mountain Hill Investment Partners Corp. 12 $2.06K <0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 12 $2.05K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11 $1.88K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 7 $1.2K <0.01% +3 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 6 $1K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3 $513 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2 $342 <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1 $148 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -9,677 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.