Rossby Financial, LCC More: the full row for Rossby Financial, LCC 375 $47.3K 0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 329 $40.5K 0.01% +246 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 300 $36.9K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 292 $35.9K <0.01% -6 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 284 $34.9K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 251 $30.8K <0.01% +100 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 250 $30.8K <0.01% +150 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 239 $29.4K <0.01% new 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 221 $28K <0.01% -127 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 226 $27.8K <0.01% +15 13F-HR Timeline Van Berkom & Associates Inc. More: the full row for Van Berkom & Associates Inc. 214 $26K <0.01% -300 13F-HR/A Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 207 $25.5K 0.02% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 204 $25.1K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 201 $24.7K <0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 201 $24.7K 0.01% +200 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 200 $24.6K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 175 $21.5K <0.01% -120 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 174 $21.4K 0.01% +95 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 161 $19.8K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 157 $19.3K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 153 $18.8K <0.01% +135 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 143 $17.6K 0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 136 $16.7K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 120 $14.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 117 $14.3K <0.01% -75 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 112 $13.8K 0.01% -45 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 111 $12.9K <0.01% +88 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $12.3K <0.01% -604 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $12.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $12.3K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 96 $11.8K <0.01% +46 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 91 $11.2K <0.01% -65 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 82 $10K 0.01% +47 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 76 $9.35K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 66 $8.12K <0.01% +54 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 63 $7.75K <0.01% -21 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 63 $7.75K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $7.75K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 62 $7.6K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 52 $6.43K <0.01% -50 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 51 $6.27K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 47 $5.78K <0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 40 $4.92K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 39 $4.8K <0.01% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 38 $4.67K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 38 $4.67K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 34 $4.15K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 33 $4.06K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30 $3.69K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 26 $3K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 24 $3K <0.01% new 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 21 $2.63K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 21 $2.55K <0.01% +5 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $2.25K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 18 $2.21K <0.01% -384,378 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 17 $2.09K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 14 $1.76K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 12 $1.48K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 12 $1.48K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9 $1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8 $984 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 7 $782 <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5 $644 <0.01% 0 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) 5 $615 <0.01% -762 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $615 <0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.