Blue Capital, Inc. More: the full row for Blue Capital, Inc. 12,995 $428K 0.28% +1,128 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 12,769 $421K 0.12% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,507 $412K 0.04% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,307 $409K 0.02% +3,155 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,280 $405K 0.22% -39 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,258 $404K 0.01% +5,978 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,270 $400K 0.04% -76 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 12,150 $400K 0.07% +1,000 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 11,957 $394K 0.19% +659 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,793 $389K 0.01% +287 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 9,806 $388K 0.1% +2,727 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 11,715 $386K 0.15% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,638 $383K 0.01% +2,523 13F-HR/A Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 11,589 $382K 0.11% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 11,543 $380K 0.37% +168 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,389 $375K 0.05% 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 10,036 $375K 0.19% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 11,162 $368K 0.31% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,182 $364K 0.05% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 10,755 $354K 0.05% 0 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 10,711 $353K 0.29% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,508 $346K <0.01% +6,352 13F-HR/A Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,496 $346K 0.02% +1,296 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 10,452 $344K 0.23% +5,521 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,121 $333K 0.11% +2,078 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 10,077 $332K 0.17% -40,816 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 10,027 $330K 0.26% +788 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 9,998 $329K 0.13% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 9,995 $329K 0.2% +2,166 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 9,591 $316K <0.01% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 9,529 $314K 0.33% +931 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 9,338 $308K 0.55% +2,905 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,186 $303K 0.22% -12,931 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,983 $296K 0.09% -2,115 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,976 $296K 0.02% +3 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 8,945 $295K 0.14% +8,213 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 8,809 $290K 0.6% +957 13F-HR/A Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,803 $290K 0.22% +761 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,633 $284K 0.03% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,488 $280K 0.02% new 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 8,423 $278K 0.13% +204 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,023 $273K 0.06% +7,689 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,250 $272K 0.18% +500 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,060 $266K 0.23% +801 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 8,015 $264K 0.25% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,830 $258K 0.05% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 7,772 $256K 0.25% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,744 $255K 0.05% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 7,716 $254K 0.2% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,704 $254K <0.01% +1,025 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,698 $254K 0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,389 $243K 0.01% +628 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,219 $238K 0.04% +145 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,197 $237K 0.02% +525 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,181 $237K 0.02% +318 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,014 $231K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,899 $227K <0.01% 0 13F-HR/A Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 6,828 $225K 0.08% +243 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,566 $216K 0.02% -44 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 6,500 $214K 0.03% -253 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,492 $214K 0.06% +160 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,485 $214K 0.01% new 13F-HR Timeline Group Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,270 $207K 0.19% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,090 $201K 0.05% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,890 $194K 0.06% -7,267 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 5,890 $194K 0.06% +1,537 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,674 $187K 0.02% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,235 $172K 0.06% +239 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,078 $167K 0.01% +1,101 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,958 $163K 0.01% -4,367 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,708 $155K <0.01% +3,286 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,671 $154K 0.01% +4,638 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,888 $128K <0.01% +1,988 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,536 $117K 0.01% +1,800 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 3,336 $110K 0.15% 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,950 $97.2K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,789 $91.9K 0.02% +131 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,652 $87.4K <0.01% +1,215 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,577 $84.9K <0.01% +964 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,546 $83.9K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,340 $77.1K <0.01% -137 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,054 $67.7K <0.01% +136 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 2,030 $66.9K 0.07% +1,205 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,786 $58.8K 0.05% +19 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,472 $48.5K 0.02% +508 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,390 $45.8K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,345 $43.9K <0.01% new 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 1,149 $37.9K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,149 $37.8K <0.01% +227 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,122 $37K <0.01% +145 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,100 $36.2K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,099 $36.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 958 $31.6K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 928 $30.6K 0.02% +255 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 837 $28.6K <0.01% +45 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 682 $22.5K 0.01% +434 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 610 $20.1K 0.09% +30 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 601 $19.8K 0.01% +86 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 595 $19.6K <0.01% +495 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 509 $16.8K 0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 502 $16.5K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 501 $16.5K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 484 $16.5K <0.01% +314 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 461 $15.2K 0.01% -74 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 446 $14.7K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 441 $14.5K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 432 $14.2K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 409 $13.5K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 400 $13.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 382 $12.6K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 371 $12.2K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 363 $12K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 341 $11.2K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 334 $11K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 318 $10.5K 0.01% +18 13F-HR Timeline City State Bank More: the full row for City State Bank 310 $10.2K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 252 $8.3K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 249 $8.2K 0.01% +2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 230 $7.57K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 214 $7.05K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 188 $6.2K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 130 $5.69K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 122 $4.02K <0.01% -93 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 122 $4.02K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 118 $3.89K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 81 $2.68K <0.01% +68 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 79 $2.6K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 72 $2.37K <0.01% new 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 65 $2.14K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 65 $2.14K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 44 $1.45K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 38 $1.25K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 29 $1K <0.01% +2 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 28 $923 <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $824 <0.01% +17 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 25 $824 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 15 $494 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9 $297 <0.01% new 13F-HR Timeline