Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,710 $176K 0.15% +272 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,144 $149K 0.02% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2,842 $135K 0.08% +830 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,733 $130K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,566 $122K 0.03% new 13F-HR Timeline MOTCO More: the full row for MOTCO 2,362 $112K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,235 $106K 0.08% -1,487 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,196 $104K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,099 $100K 0.01% -141,818 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,089 $99.3K 0.05% +212 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,061 $98K 0.01% +3 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,000 $95.1K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,913 $91K 0.03% +1,115 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,815 $86.3K 0.01% +275 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,737 $82.6K 0.05% -1,207 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,577 $75K 0.01% +1,330 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,450 $68.9K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,396 $66.4K <0.01% +1,210 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,204 $57.2K 0.02% 0 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,077 $51.2K 0.01% +15 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,055 $50.2K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 988 $47K 0.01% +28 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 975 $46.3K <0.01% +207 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 881 $41.9K <0.01% new 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 876 $41.6K 0.01% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 862 $41K <0.01% -316 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 840 $39.9K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 743 $35.3K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 728 $34.6K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 727 $34.5K 0.02% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 697 $33.1K 0.01% +5 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 655 $31.1K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 636 $30.2K 0.01% +8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 574 $27.3K <0.01% +4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 564 $27K 0.02% +22 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 542 $25.8K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 482 $22.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 481 $22.9K <0.01% +11 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 378 $18K 0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 348 $16.5K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 335 $15.9K 0.01% +78 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 335 $15.9K <0.01% 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 301 $14.3K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 216 $10K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $9.51K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 185 $8.81K <0.01% -2,721 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 184 $8.75K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 176 $8.37K <0.01% +1 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 150 $7.11K <0.01% +1 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 140 $6.66K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 109 $5.18K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 108 $5.13K <0.01% +10 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 107 $5.09K <0.01% -1,224 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 74 $3.52K <0.01% -238 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 66 $3.16K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 66 $3.14K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 50 $2.38K <0.01% -9 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 46 $2.19K <0.01% -2 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 41 $1.95K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 39 $1.87K <0.01% 0 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24 $1.14K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 18 $858 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 17 $809 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17 $808 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 17 $808 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $190 <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. 2 $98 <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1 $54 <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1 $51 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $13 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 0 $10 <0.01% -71,711 13F-HR Timeline Amount filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.