HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 242 $37K <0.01% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 237 $36.7K 0.01% +37 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 235 $36.4K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 231 $35.8K <0.01% -141 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 230 $35.6K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 223 $34.5K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 223 $34.5K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 220 $34K 0.01% -55 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 219 $33.9K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 213 $33K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 213 $33K 0.01% +11 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 213 $32.9K 0.01% -131 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 208 $32.2K <0.01% 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 200 $30.9K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 200 $30.9K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 197 $30.5K <0.01% -58 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 186 $28.8K 0.03% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 184 $28.5K 0.02% -58 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 183 $28.3K 0.01% +3 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 179 $28K <0.01% -3 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 175 $27.1K <0.01% +14 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 175 $27.1K 0.02% -43 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 173 $26.8K 0.01% -276 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 162 $25.1K 0.01% -17 13F-HR Timeline TOBAM More: the full row for TOBAM 163 $25K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 162 $25K <0.01% -74 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 160 $24.8K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 159 $24.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 159 $24.6K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 146 $24.6K <0.01% -1,513 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 157 $24K <0.01% -27 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 155 $24K 0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 150 $23.4K <0.01% -4,474 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $23.2K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 150 $23.2K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 150 $23.2K 0.02% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 149 $23.1K 0.01% -135 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 147 $22.7K 0.01% -3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 143 $22.1K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 140 $21.7K 0.02% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 137 $21.2K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 137 $21.2K <0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 137 $21.2K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 134 $20.7K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 125 $19.3K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 120 $18.6K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 119 $18.4K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 119 $18.4K <0.01% +10 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 117 $18.1K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 114 $17.6K <0.01% -82 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 110 $17K 0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 109 $16.9K <0.01% +19 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 108 $16.7K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 101 $15.6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 99 $15.3K 0.01% -217 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 98 $15.2K <0.01% -8 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 96 $14.9K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 93 $14.4K <0.01% +70 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 90 $13.9K 0.01% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 79 $12.3K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 79 $12.2K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 79 $12.2K <0.01% -13 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 78 $12.1K 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 74 $11.4K <0.01% +19 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 74 $11.4K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 73 $11.4K <0.01% -9 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 73 $11.3K <0.01% -19 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 71 $11.1K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 70 $10.8K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 70 $10.8K 0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 69 $10.7K 0.01% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 68 $10.5K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 64 $9.9K <0.01% +14 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 64 $9.9K <0.01% 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 63 $9.81K <0.01% new 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 62 $9.59K <0.01% +22 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 60 $9.28K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 59 $9K <0.01% -12 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 58 $8.97K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 57 $8.82K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 56 $8.66K <0.01% +38 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 55 $8.51K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 55 $8.51K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 54 $8.35K 0.01% +25 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 53 $8.2K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 50 $8K <0.01% -300 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 51 $7.83K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 50 $7.81K <0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 50 $7.74K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 50 $7.74K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 48 $7.43K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 46 $7.12K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 46 $7.12K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 46 $7K <0.01% -21 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 45 $6.96K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 45 $6.96K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 42 $6.5K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 41 $6.39K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 41 $6.34K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 42 $6K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 38 $5.93K <0.01% -30 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 38 $5.88K 0.01% 13F-HR/A Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 38 $5.88K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 36 $5.57K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 35 $5.42K <0.01% 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 33 $5.11K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 27 $5K <0.01% 0 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 30 $4.64K <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $4.64K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 28 $4.33K <0.01% -8 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 27 $4.18K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 60 $4.16K <0.01% -1,055 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 26 $4.05K <0.01% -5 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 26 $4.02K <0.01% +24 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 26 $4.02K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 28 $4K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 25 $3.87K <0.01% +6 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 24 $3.73K <0.01% +4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 23 $3.56K <0.01% +3 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 22 $3.41K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 22 $3.38K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $3.1K <0.01% +3 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 20 $3.09K <0.01% +17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $2.94K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 18 $2.79K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $2.79K <0.01% +7 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $2.63K <0.01% -71 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 15 $2.38K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $2.32K <0.01% -4 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $2.17K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $2.01K <0.01% -44 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 11 $1.7K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $1.55K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 10 $1.55K <0.01% 0 13F-HR/A Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 9 $1.43K <0.01% -83 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9 $1.4K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $1.39K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $1.39K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 9 $1.39K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 8 $1.24K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8 $1.24K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8 $1.24K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $1.24K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $1.08K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.08K <0.01% -2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $1.07K <0.01% -6 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5 $774 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5 $774 <0.01% -420 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $619 <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3 $482 <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3 $468 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $465 <0.01% -20 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3 $465 <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 3 $464 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $464 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 3 $464 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3 $464 <0.01% -7 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $464 <0.01% 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2 $347 <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2 $330 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2 $309 <0.01% -84 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $156 <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1 $155 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $155 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $155 <0.01% -7 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.