CGN Advisors LLC More: the full row for CGN Advisors LLC 5,929 $276K 0.02% -4 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,910 $275K 0.07% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,877 $274K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,868 $273K 0.01% +20 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5,850 $273K 0.1% +20 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 5,849 $273K 0.11% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,844 $272K 0.14% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,818 $271K <0.01% +5,089 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,792 $270K 0.1% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,759 $268K 0.18% -182 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,758 $268K 0.02% +1,220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,708 $266K 0.03% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,707 $266K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,703 $266K 0.01% -770 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 5,696 $265K 0.06% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,684 $265K 0.04% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,656 $264K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,591 $260K <0.01% 0 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,537 $258K 0.05% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,536 $258K 0.02% -65 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,515 $257K 0.02% 0 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 5,505 $256K 0.15% -745 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,057 $255K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,427 $253K <0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,393 $251K 0.02% +18 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 5,350 $249K 0.11% 0 13F-HR/A Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,325 $248K 0.01% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,306 $247K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,203 $242K 0.01% -1,065 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,912 $240K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,141 $240K 0.01% +76 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 5,142 $239K 0.07% +8 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,894 $236K 0.03% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,031 $234K 0.01% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,027 $234K 0.12% 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,001 $233K 0.06% +64 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 4,986 $232K 0.08% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,961 $231K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,928 $230K <0.01% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,920 $229K 0.09% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,909 $229K 0.05% -53 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,865 $227K 0.04% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,852 $226K 0.08% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,845 $226K 0.14% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,831 $225K 0.06% +17 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,808 $224K <0.01% -622 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,787 $223K 0.02% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,777 $223K 0.02% -1,150 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,764 $222K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4,759 $222K 0.02% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,703 $219K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,693 $219K <0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,649 $217K 0.03% 0 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 4,500 $216K 0.16% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,611 $215K 0.03% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,602 $214K <0.01% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 4,567 $213K 0.03% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,623 $212K 0.21% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,545 $212K 0.01% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,521 $211K 0.05% +16 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,459 $208K 0.13% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,455 $208K 0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,441 $207K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,375 $204K 0.03% -105 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,375 $204K 0.02% -105 13F-HR Timeline Group THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 4,362 $203K 0.08% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,351 $203K 0.02% new 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,344 $202K 0.18% 13F-HR/A Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,093 $202K 0.04% new 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 4,303 $200K 0.02% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,219 $197K 0.08% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,118 $192K 0.08% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,698 $187K 0.07% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,711 $173K 0.06% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,677 $171K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,657 $170K 0.06% +245 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 3,581 $167K 0.08% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,580 $167K 0.01% +11 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,520 $164K <0.01% -3,063 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,418 $159K 0.02% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,225 $156K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,354 $156K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 3,311 $154K 0.04% +829 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,895 $140K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,981 $139K <0.01% +11 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,783 $130K 0.02% +9 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,842 $127K 0.03% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,712 $126K 0.12% 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,581 $120K 0.01% -2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,535 $118K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,497 $116K 0.03% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,429 $113K 0.01% -111 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,244 $105K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,176 $101K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,127 $99.1K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,014 $93.8K 0.03% -103 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,898 $88.4K 0.03% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,885 $88K 0.05% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,867 $87K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,737 $80.9K 0.01% +6 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,601 $74.6K -3,508 Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,449 $67K 0.02% +5 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,403 $65.4K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,343 $62.6K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,344 $62K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,285 $59.9K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,275 $59.4K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,231 $57.4K <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 1,212 $56.5K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,193 $55.6K <0.01% +2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,142 $53.2K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,061 $49.4K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,019 $47.5K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,000 $46.6K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 954 $44.4K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 894 $41.7K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 744 $34.7K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 649 $30.2K 0.01% 0 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 624 $29.1K <0.01% -156 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 621 $28.9K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 584 $27.2K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 518 $24.1K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 485 $22.6K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 456 $21.2K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 448 $20.9K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 446 $20.8K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 388 $18.1K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 372 $17.3K <0.01% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 366 $17.1K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 350 $16.3K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 203 $9.46K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 155 $7.22K <0.01% 13F-HR/A Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 115 $5.36K <0.01% 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 110 $5.12K <0.01% new 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 80 $4K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 23 $1.07K <0.01% 0 13F-HR Timeline