OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 3,371 $318K 0.29% +25 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,349 $316K 0.02% +271 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 3,333 $314K 0.29% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,325 $313K 0.13% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,324 $313K 0.02% +1,014 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,290 $310K 0.05% -660 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,290 $310K 0.26% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,280 $309K 0.03% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,240 $305K 0.09% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,200 $302K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,161 $298K <0.01% +66 13F-HR Timeline Group NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 3,104 $293K 0.26% +24 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 3,098 $292K 0.12% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,080 $290K 0.04% +24 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,079 $290K 0.02% +100 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,070 $289K 0.02% +117 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,068 $289K 0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,033 $286K 0.02% +150 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,001 $283K 0.02% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,000 $283K 0.01% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,988 $282K 0.02% -334 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,953 $278K 0.02% new 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,947 $278K 0.17% new 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. 2,922 $276K 0.01% new 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,915 $275K 0.15% +275 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,914 $275K 0.05% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,907 $274K 0.28% -149 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,906 $274K +179 Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,886 $272K 0.16% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,882 $272K 0.04% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,750 $270K 0.02% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,856 $269K 0.04% +41 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,744 $259K 0.03% +25 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 2,729 $257K 0.21% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,700 $254K 0.12% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,693 $254K 0.03% -78 13F-HR/A Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,671 $253K 0.01% +5 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,675 $252K 0.02% new 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 2,639 $249K 0.25% +102 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2,632 $248K 0.16% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,500 $248K 0.07% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,612 $246K 0.03% +101 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 2,611 $246K 0.24% 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,574 $243K 0.07% -207 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,572 $242K 0.02% +285 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,570 $242K 0.01% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,558 $241K 0.06% -336 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 2,557 $241K 0.18% +228 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,552 $241K 0.04% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,533 $239K 0.05% new 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,525 $238K 0.07% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,521 $238K 0.14% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,500 $236K 0.03% 0 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,496 $235K 0.03% new 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,476 $235K 0.23% +18 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,493 $235K 0.03% +51 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,486 $234K 0.07% -89 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 2,480 $234K 0.05% +66 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,361 $233K 0.04% -17,053 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,429 $229K <0.01% -1,547 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,400 $226K 0.02% +124 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,377 $224K 0.02% -1,538 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,357 $222K 0.01% +62 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,352 $222K 0.01% -41 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,396 $220K <0.01% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,315 $218K <0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,312 $218K 0.01% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,308 $218K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,307 $217K <0.01% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,303 $217K 0.07% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,300 $217K 0.03% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,293 $216K <0.01% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,292 $216K 0.08% +2 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,282 $215K 0.05% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,278 $215K 0.02% +3 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,275 $214K 0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,274 $214K 0.01% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,259 $213K 0.07% +18 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,252 $212K 0.06% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,251 $212K 0.05% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $212K 0.09% new 13F-HR Timeline Amount filed as zero, left out of ratios. Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,211 $208K 0.11% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,182 $206K 0.01% -145 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,178 $205K 0.18% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,164 $204K 0.03% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 2,145 $202K 0.02% new 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 2,144 $202K 0.09% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,144 $202K 0.01% -819 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,306 $202K 0.14% -1,194 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,069 $195K 0.01% -24 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,034 $192K 0.1% +1,071 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,932 $182K 0.11% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,805 $170K 0.14% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,789 $169K 0.08% -199 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,703 $160K 0.02% +3 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,623 $153K 0.03% +18 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,575 $148K 0.11% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,569 $148K 0.67% +1,509 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,496 $141K <0.01% +196 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,460 $138K 0.05% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,447 $136K 0.05% +647 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,442 $136K 0.03% +269 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,340 $126K 0.03% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,328 $125K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,306 $123K 0.01% -15 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,231 $116K <0.01% 0 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,231 $116K 0.11% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,200 $113K 0.06% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,182 $111K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,163 $110K <0.01% +51 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,140 $107K 0.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,127 $106K <0.01% +666 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,094 $103K 0.04% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,082 $102K <0.01% -533 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,023 $96.4K 0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 985 $92.8K 0.08% 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 964 $91.9K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 953 $89.8K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 942 $89.5K 0.02% +738 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 842 $79.3K 0.01% -413 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 806 $76K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 787 $74.2K 0.22% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 762 $71.8K 0.04% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 730 $68.8K 0.05% -84 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 708 $66.7K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 700 $66K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 675 $63.6K <0.01% 0 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 650 $61.3K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 639 $60.2K 0.02% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 634 $59.7K <0.01% +513 13F-HR Timeline CX Institutional More: the full row for CX Institutional 627 $59K <0.01% +130 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 623 $58.7K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 611 $57.6K 0.03% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 608 $57.3K 0.05% -846 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 606 $57.1K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 613 $56.3K 0.03% +288 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 591 $56K 0.01% +4 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 591 $55.7K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 572 $53.9K 0.02% +4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 569 $53.6K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 533 $50.2K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 527 $49.7K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 512 $48K 0.01% +2 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 503 $47.4K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 492 $46.4K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 488 $46K <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 455 $42.9K <0.01% 0 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 446 $42K 0.05% +404 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 426 $40.1K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 400 $37.7K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 395 $37.2K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 382 $36K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 369 $34.8K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 369 $34.8K 0.01% +251 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 359 $33.9K <0.01% +2 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 358 $33.7K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 357 $33.6K <0.01% +145 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 353 $33.3K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 350 $33K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 328 $32.7K 0.01% +3 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 341 $32.1K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 330 $31.2K 0.01% +173 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 318 $30K 0.01% +2 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 317 $29.9K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 310 $29.2K 0.26% -22 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 308 $29K <0.01% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 302 $28.5K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 302 $28.4K <0.01% +3 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 281 $27K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 285 $26.9K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 268 $25.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 265 $25K 0.01% -411 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 253 $23.8K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 252 $23.7K <0.01% +100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 227 $21.4K <0.01% +1 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 225 $21.2K 0.11% +20 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 220 $21K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 219 $20.6K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 211 $20.6K <0.01% -2,543 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 202 $19K 0.01% +47 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 199 $18.8K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 186 $18K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 180 $17K <0.01% +2 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 177 $16.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 176 $16.6K <0.01% -58 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 175 $16.5K 0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 151 $14.2K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 151 $14.2K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 151 $14.2K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 149 $14K <0.01% +127 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 135 $12.7K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 126 $11.9K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 123 $11.6K 0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 112 $10.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 109 $10.3K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 108 $10.2K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 104 $9.8K <0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 95 $8.95K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 83 $7.82K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 82 $7.73K <0.01% new 13F-HR Timeline