Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,062 $277K 0.07% -5 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,038 $275K 0.08% +683 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,000 $272K 0.2% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,989 $271K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,985 $270K <0.01% +399 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,974 $269K 0.01% +172 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,972 $269K 0.14% +227 13F-HR/A Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,958 $268K 0.12% new 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,937 $266K 0.03% -106 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,933 $266K 0.02% -2,142 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,931 $266K 0.17% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,930 $265K 0.09% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,888 $261K 0.11% +663 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,880 $261K 0.16% -4,956 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,872 $260K <0.01% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,846 $258K 0.23% -2,719 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,844 $258K <0.01% +51 13F-HR Timeline Group BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 2,821 $256K 0.19% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,815 $255K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,803 $254K 0.11% +656 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,794 $253K 0.03% +242 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,788 $253K <0.01% -363 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,772 $251K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,768 $251K 0.01% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,747 $249K 0.12% -1,101 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,735 $248K 0.02% +22 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,729 $247K 0.04% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,790 $247K 0.11% -556 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,756 $245K 0.08% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,673 $243K 0.06% -15 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,675 $242K 0.02% +59 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,669 $242K 0.03% -66 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,664 $241K 0.01% +401 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,657 $241K 0.09% -588 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,655 $241K <0.01% +177 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,661 $241K 0.05% +326 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,643 $239K 0.12% +143 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,636 $239K 0.19% -295 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,624 $238K <0.01% -276 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,610 $236K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,595 $235K <0.01% -121 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,575 $233K 0.01% +240 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,553 $231K 0.03% +170 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,551 $231K 0.14% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,525 $229K 0.07% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,523 $229K 0.15% 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 2,500 $226K 0.01% -2,300 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,490 $226K 0.01% -969 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,467 $223K 0.1% -443 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,401 $218K 0.01% -383 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,399 $217K 0.01% +83 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,394 $217K 0.1% +222 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,380 $216K 0.09% +112 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 2,375 $215K 0.15% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,356 $213K 0.03% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,348 $213K 0.14% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,348 $213K 0.07% 0 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,341 $212K 0.15% -29 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,315 $210K <0.01% -118 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,312 $209K 0.03% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,383 $209K 0.11% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,297 $208K 0.01% -38 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,278 $206K 0.11% +21 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,271 $206K 0.04% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,266 $205K 0.26% -230 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,239 $203K 0.02% -19 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,232 $202K 0.01% -420 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 2,223 $201K 0.08% -125 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,221 $201K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,216 $201K 0.01% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,061 $187K 0.08% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,917 $171K 0.04% -31 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,866 $169K <0.01% +1,078 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,721 $156K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,700 $154K 0.09% -500 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,612 $146K 0.12% +575 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,578 $143K 0.44% +105 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,576 $143K 0.08% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,525 $138K <0.01% -80,229 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,455 $132K 0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,414 $128K 0.17% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,381 $125K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Operose Advisors LLC More: the full row for Operose Advisors LLC 1,300 $118K 0.04% 0 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 1,283 $116K <0.01% +1,202 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 18,250 $115K 0.06% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,218 $110K 0.01% +1,120 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,166 $105K <0.01% -376 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,147 $104K 0.06% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,083 $98.1K 0.04% +13 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,020 $92.4K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,018 $92.2K 0.04% +495 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,025 $92K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,017 $92K 0.01% +1,016 13F-HR Timeline CX Institutional More: the full row for CX Institutional 981 $89K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 991 $88.9K 0.02% +298 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 973 $88K <0.01% +569 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 919 $83.3K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 900 $81.5K <0.01% +449 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 892 $80.6K 0.03% -1,490 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 889 $80.5K 0.02% -11 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 886 $80.3K 0.11% +148 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 834 $74.9K 0.03% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 840 $74.9K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 825 $74.7K 0.01% -2,933 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 807 $73.1K 0.05% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 805 $72.9K 0.06% -188 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 765 $69.3K <0.01% +9 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 694 $62.9K 0.03% -150 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 690 $62.5K 0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 680 $61.6K 0.04% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 664 $60.2K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 639 $57.8K 0.03% -516 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 634 $57.3K <0.01% -71 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 625 $56.5K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 574 $52K 0.01% +156 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 558 $50.6K 0.05% -1,029 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 550 $49.8K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 538 $48.7K 0.02% +18 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 533 $48.3K <0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 525 $47.6K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 521 $47.2K <0.01% -24 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 520 $47K <0.01% -120 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 506 $46K 0.04% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 500 $45K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 465 $42.1K 0.03% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 454 $41.1K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 452 $40.9K <0.01% -13 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 450 $40.8K 0.04% -228 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 428 $38.8K 0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 428 $38.4K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 412 $37.3K 0.01% +5 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 385 $34.9K 0.01% +305 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 383 $34.7K 0.01% +92 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 369 $33.4K <0.01% +4 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 352 $31.9K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 342 $31K <0.01% +53 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 339 $30.7K <0.01% -76 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 335 $30.3K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 328 $29.7K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 320 $29K <0.01% +15 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 317 $28.7K 0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 316 $28.6K 0.01% +75 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 308 $27.9K <0.01% -87 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 305 $27.6K 0.03% -472 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 300 $27.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 283 $25.6K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 278 $25.2K <0.01% -200 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 269 $24.4K 0.01% -255 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 264 $23.9K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 255 $23.1K 0.01% new 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 250 $22.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 249 $22.6K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 245 $22.2K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 238 $21.6K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 231 $20.9K 0.01% +44 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 231 $20.9K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 228 $20.7K 0.01% +227 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 219 $19.8K <0.01% +3 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 212 $19K <0.01% +112 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 209 $18.9K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 206 $18.7K <0.01% +155 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 205 $18.6K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 200 $18.1K <0.01% +23 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 201 $17.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 195 $17.7K <0.01% +18 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 188 $17K 0.01% +97 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 188 $17K 0.01% +10 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 187 $16.9K <0.01% +2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 171 $15.5K <0.01% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 171 $15.5K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 171 $15.5K 0.01% -1,512 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 171 $15.5K <0.01% 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 167 $15.1K <0.01% +111 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 171 $15K <0.01% -14 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 162 $14.7K <0.01% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 142 $13K <0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 142 $12.9K <0.01% -40 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 142 $12.9K <0.01% +112 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 132 $12K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 130 $11.8K <0.01% -5 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 127 $11.5K 0.01% +49 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 124 $11.2K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 123 $11.1K <0.01% -278 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 122 $11.1K <0.01% -31 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 121 $10.9K 0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 117 $10.6K <0.01% -61 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $10.6K 0.08% -118 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 116 $10.5K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 110 $10K <0.01% 0 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 112 $10K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 110 $9.96K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 108 $9.78K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 108 $9.78K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 104 $9.42K <0.01% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 101 $9.15K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $9.06K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $9.06K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 104 $9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 97 $8.79K 0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 89 $8.06K 0.01% new 13F-HR Timeline