J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,343 $221K 0.16% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,301 $219K 0.07% new 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,292 $218K 0.07% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,268 $217K 0.15% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,261 $217K 0.14% +1,838 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,254 $216K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,210 $214K <0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,183 $213K 0.06% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,155 $211K <0.01% -1,660 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,136 $210K 0.01% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,122 $210K 0.01% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,949 $208K 0.05% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 4,052 $206K 0.09% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,994 $203K 0.07% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,989 $203K 0.01% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,973 $202K 0.05% -40,425 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,946 $201K 0.04% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,933 $201K 0.02% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,935 $200K 0.09% -1,949 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,871 $197K 0.17% +78 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,856 $196K 0.01% -20 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,480 $177K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,419 $174K 0.01% +3,382 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,227 $164K <0.01% +1,010 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,350 $163K 0.22% -650 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,177 $162K 0.06% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,111 $158K 0.01% 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,097 $158K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,735 $139K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,716 $138K 0.01% +2,463 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,651 $135K <0.01% 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,615 $133K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2,448 $125K 0.09% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,322 $118K 0.01% -156 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 2,198 $112K 0.11% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,200 $112K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,157 $110K 0.01% +1,033 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,160 $109K 0.03% +595 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,079 $106K 0.04% +814 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $102K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,995 $101K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,700 $86.5K 0.03% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,656 $84.2K 0.03% +1,119 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,501 $78.5K 0.06% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,488 $77.9K <0.01% +1,080 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,450 $74K 0.06% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,439 $73.2K 0.05% +78 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 1,435 $73K 0.02% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,405 $71.4K 0.01% +7 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,385 $70.4K 0.01% +635 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,367 $69.5K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,296 $65.9K 0.01% -60 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,283 $65.3K <0.01% -30,438 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,253 $64K <0.01% -167 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,240 $63.1K 0.03% -1,240 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,236 $62.9K 0.01% -1,746 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,182 $62.2K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,210 $61.5K 0.05% -578 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,189 $60.5K 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 1,165 $59.3K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,160 $59K 0.01% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,150 $58.5K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,145 $58.2K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,145 $58.2K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,055 $53.7K <0.01% 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 582 $53K 0.01% -32,752 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 940 $47.8K <0.01% +40 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 931 $47.4K 0.01% +259 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 831 $42.3K 0.04% +117 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 796 $40.5K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 742 $37.7K 0.02% +433 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 710 $36.1K <0.01% +209 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 689 $35K 0.01% +28 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 676 $34.4K <0.01% +198 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 663 $33.7K <0.01% +348 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 613 $31.5K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 615 $31.3K 0.02% +65 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 603 $30.7K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 600 $30.5K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 591 $30.1K 0.01% +111 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 578 $29.7K <0.01% +500 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 550 $28K <0.01% -690 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 541 $27.5K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 521 $26.5K 0.01% +241 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 507 $26K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 490 $24.9K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 468 $23.8K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 450 $22.9K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 442 $22.5K 0.01% -5 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 440 $22.4K 0.02% +31 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 416 $21.2K <0.01% new 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 407 $21K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 408 $20.8K 0.01% +8 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 407 $20.7K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 407 $20.7K 0.01% -32 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 388 $19.7K 0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 358 $18.2K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 344 $17.5K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 332 $16.9K 0.01% +47 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 325 $16.5K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 320 $16.3K <0.01% +146 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $15.3K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 296 $15.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 290 $14.7K <0.01% -400 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 283 $14.4K <0.01% +160 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 277 $14.1K 0.01% -123 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 256 $13K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 241 $12.3K <0.01% +25 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 242 $12K <0.01% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 230 $12K <0.01% -72 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 233 $11.8K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 229 $11.6K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 232 $11K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 211 $10.7K <0.01% +5 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 200 $10.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $10.2K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 200 $10.2K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 198 $10.1K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 185 $9.41K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 184 $9K <0.01% new 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 170 $8.65K <0.01% +20 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 142 $7.22K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 141 $7.17K <0.01% 0 13F-HR Timeline Group GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 122 $6.21K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 110 $5.59K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 110 $5.59K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 105 $5.34K <0.01% -225 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 100 $5.14K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $5.09K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $5.09K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $5.09K <0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 98 $4.99K <0.01% +98 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 90 $4.58K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 84 $4.27K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 74 $3.76K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 72 $3.66K <0.01% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 65 $3.31K <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 59 $3K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 50 $3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 51 $2.6K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $2.55K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 30 $1.53K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 26 $1.32K <0.01% new 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 25 $1.28K <0.01% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 15 $763 <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 14 $688 <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 12 $610 <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12 $610 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 10 $509 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4 $204 <0.01% 0 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 4 $202 <0.01% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,188 $76 new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.