Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,980 $215K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,977 $215K 0.12% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,954 $212K 0.02% new 13F-HR Timeline Group Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,953 $212K 0.2% new 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 1,950 $212K 0.13% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,950 $212K 0.09% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,948 $212K 0.02% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,948 $212K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,940 $211K 0.01% +140 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,939 $211K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,934 $210K 0.01% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,925 $209K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,922 $209K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,912 $208K 0.01% +26 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,800 $206K 0.05% -311 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,872 $203K 0.03% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,850 $201K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,828 $198K 0.02% +1,290 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,763 $192K <0.01% +150 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,734 $188K <0.01% +771 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,680 $182K 0.02% -542 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,667 $182K 0.01% -3,188 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,647 $178K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,591 $173K <0.01% -100 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,575 $171K 0.01% +114 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,400 $168K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,519 $165K 0.02% -832 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,500 $163K 0.07% +500 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,470 $160K 0.01% -978 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,417 $154K <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,384 $150K 0.04% +384 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,382 $150K 0.02% +409 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,344 $146K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,319 $143K 0.01% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,270 $141K 0.07% +97 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,287 $140K 0.01% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,160 $126K 0.05% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,150 $125K 0.1% -50 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,140 $124K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,071 $116K <0.01% +163 13F-HR/A Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,000 $115K 0.05% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,000 $113K 0.15% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,020 $111K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $109K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $109K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 994 $108K 0.02% -77 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 988 $107K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 982 $107K 0.01% -69 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 965 $105K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 910 $98.8K 0.04% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 866 $94.1K 0.05% +785 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 856 $93K 0.09% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 815 $88.5K 0.03% -140 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 800 $87K 0.07% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 800 $86.9K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 799 $86.8K <0.01% -222 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 775 $84K <0.01% -575 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 765 $83.1K 0.01% -69 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 755 $82K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 750 $81.5K 0.01% 0 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 700 $77.8K 0.04% -11,300 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 700 $76K 0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 700 $76K 0.13% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 681 $74K <0.01% +5 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 655 $71K 0.04% -57 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 625 $67.9K 0.01% -325 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 619 $67.2K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 611 $66.4K 0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 600 $65K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 599 $61.6K <0.01% -20 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 552 $60K 0.03% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 545 $59.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 512 $55.6K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $54.3K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 500 $54.3K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $54.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 485 $53K 0.01% -250 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 449 $48.8K <0.01% +78 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 435 $48.3K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 435 $47.2K <0.01% -62 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 420 $45.6K <0.01% +245 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 400 $43.4K 0.02% +100 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 400 $43.4K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 399 $43.4K 0.02% -6 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 399 $43.3K <0.01% -23 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 391 $42.4K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 385 $42K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 376 $40.8K <0.01% -186 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 362 $39.3K 0.01% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 360 $39.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 350 $38K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 340 $36.9K 0.01% -160 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 330 $35.8K 0.16% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 318 $34.5K <0.01% +14 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 300 $32.6K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 297 $32.3K 0.01% +288 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 288 $31.3K <0.01% +11 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 286 $31.1K 0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 250 $30.9K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 275 $29.9K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 272 $29.5K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 267 $29K 0.03% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 256 $27.8K 0.02% -45 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 248 $26.9K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 250 $26.2K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 232 $25.2K <0.01% -268 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 230 $25K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 226 $24.5K 0.02% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 218 $23.6K 0.14% 0 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 204 $22.2K 0.01% -18,460 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 204 $22K <0.01% -132 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 200 $21.7K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 200 $21.7K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $21.7K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 200 $21.7K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 189 $20.5K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 184 $20K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 184 $20K <0.01% -19,365 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 158 $17.2K 0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 152 $16.5K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $16.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitlin John, LLC More: the full row for Caitlin John, LLC 150 $16.3K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 140 $15.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 140 $15.2K <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 132 $14.3K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 127 $13.8K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 119 $13.6K <0.01% -36 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 120 $13K 0.01% -13 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 110 $13K <0.01% -20 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 117 $12.7K 0.01% +8 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 117 $12.7K <0.01% -4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 113 $12.3K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 109 $11.8K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 104 $11.3K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 102 $11.1K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $10.9K <0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $10.9K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 100 $10.9K <0.01% 0 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $10.9K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 100 $10.9K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 96 $10.4K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 80 $8.69K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 77 $8.36K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 75 $8.15K <0.01% new 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 69 $7.51K <0.01% +8 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 69 $7.46K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 65 $7.07K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 64 $6.97K <0.01% -41 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 64 $6.95K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 58 $6.3K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 57 $6.22K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $6.08K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 51 $5.64K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 51 $5.54K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $5.43K <0.01% -9 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50 $5.43K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 47 $5.11K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 44 $5K <0.01% -18 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 43 $5K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 43 $4.67K <0.01% +37 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 40 $4.34K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 39 $4.24K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37 $4.02K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 34 $3.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $3.69K <0.01% -6 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 33 $3.58K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 32 $3.48K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 31 $3.37K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 30 $3.26K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 30 $3.26K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 30 $3.26K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 28 $3.04K <0.01% +5 13F-HR Timeline CX Institutional More: the full row for CX Institutional 26 $3K <0.01% +20 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 27 $2.93K <0.01% +9 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $2.72K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 24 $2.61K <0.01% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23 $2.5K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $2.5K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 22 $2.39K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 21 $2.28K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $2.28K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 19 $2.06K <0.01% +14 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19 $2.06K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 16 $1.74K <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 15 $1.63K <0.01% +8 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 14 $1.52K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $1.41K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $1.09K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 7 $760 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $652 <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 6 $652 <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6 $627 <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 5 $544 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $543 <0.01% -254 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5 $543 <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4 $434 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.