Mendel Money Management More: the full row for Mendel Money Management 2,775 $208K 0.09% +75 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,747 $208K <0.01% -2,031 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,750 $206K 0.01% -384 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,727 $205K 0.02% -453 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,583 $203K 0.05% +35 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,712 $203K 0.03% +19 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,700 $202K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,696 $202K 0.02% +168 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,695 $202K 0.01% +106 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,608 $196K 0.01% +87 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,554 $192K <0.01% +127 13F-HR Timeline Group Redwood Investments, LLC More: the full row for Redwood Investments, LLC 2,479 $186K 0.05% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,303 $173K 0.03% -40 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,153 $161K 0.02% +1,033 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,043 $153K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,999 $150K <0.01% -153 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,988 $149K 0.01% new 13F-HR/A Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,979 $148K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,868 $140K +7 Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,864 $140K 0.05% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,798 $135K <0.01% +440 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,758 $132K 0.01% +75 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,723 $129K 0.12% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,692 $127K <0.01% +81 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,483 $111K 0.03% -24 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,457 $109K 0.06% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,420 $106K <0.01% +28 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,400 $105K 0.01% +165 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,324 $99K 0.05% -216 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,306 $98K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,265 $94.9K 0.01% -51 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,195 $89.6K 0.01% -2,047 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,169 $87.7K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,137 $85.3K 0.01% +81 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,129 $84.7K <0.01% -649 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,107 $83K 0.06% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,103 $82.7K 0.01% +55 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,099 $82.4K <0.01% -19,396 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,085 $81.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,076 $80.7K 0.01% +18 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,056 $79.2K 0.03% +2 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,000 $75K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,000 $75K <0.01% -15 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $75K 0.04% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 980 $73.5K <0.01% new 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 913 $68.5K 0.01% -38 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 909 $67K <0.01% +879 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 852 $63.9K 0.01% +391 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 837 $63K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 790 $59.2K 0.02% 13F-HR Timeline Group Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 786 $59K 0.28% +175 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 750 $56.2K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 733 $55K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $54.5K <0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 715 $53.6K <0.01% -211 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 711 $53.3K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 705 $52.9K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 693 $52K 0.04% +113 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 690 $51.8K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 680 $51K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 628 $50.3K <0.01% +74 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 653 $49K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 625 $46.9K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 620 $46.5K <0.01% -547 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 600 $45K 0.02% -750 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 597 $44.8K <0.01% -3,040 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 573 $43K <0.01% +10 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 556 $41.7K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 552 $41.4K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 538 $40.4K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 525 $39.4K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 505 $37.9K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 501 $37.6K 0.01% +349 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $37.5K 0.02% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 500 $37.5K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 499 $37.4K <0.01% -15 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 499 $37.4K 0.01% 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 490 $36.8K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 473 $35K <0.01% -4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 456 $34.2K 0.01% +297 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 464 $34K 0.01% +29 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 450 $33.8K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 448 $33.6K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 426 $31.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 421 $31.6K <0.01% +83 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 409 $30.7K 0.02% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 408 $30.6K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 400 $30K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 400 $30K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 399 $29.9K <0.01% -2 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 399 $29.9K 0.02% 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 387 $29K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 372 $28K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 371 $28K <0.01% -6 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 350 $26.2K 0.03% 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 326 $24.4K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 320 $24K <0.01% +149 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 299 $23.6K <0.01% new 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 309 $23.2K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 300 $23K 0.01% -300 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 305 $22.9K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 301 $22.6K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 300 $22.5K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 300 $22.5K 0.01% -26 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $22.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 299 $22.4K 0.01% -125 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 292 $21.9K <0.01% +3 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 291 $21.7K <0.01% 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 273 $20.5K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 272 $20.4K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 269 $20.2K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 262 $19.6K 0.02% -47 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 253 $19K 0.01% -16 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 250 $19K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 249 $18.7K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 245 $18.4K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 245 $18.4K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 225 $17.9K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 238 $17.9K <0.01% +8 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 234 $17.6K <0.01% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 232 $17.4K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 227 $17K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 217 $16.3K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 203 $15.2K 0.01% +7 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 203 $15K <0.01% +7 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $15K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 200 $15K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $15K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 198 $14.8K 0.01% +7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 192 $14.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank & Trust Co More: the full row for Bank & Trust Co 190 $14.2K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 188 $14.1K <0.01% -25 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 178 $13.3K 0.01% +1 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 176 $13.2K <0.01% +44 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 169 $12.7K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 157 $11.8K <0.01% -5 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $11.2K 0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 150 $11.2K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 146 $10.9K <0.01% +139 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 145 $10.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 144 $10.8K <0.01% +108 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 140 $10.5K 0.01% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 139 $10.4K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 183 $10.3K <0.01% 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 132 $9.9K <0.01% +7 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 131 $9.79K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 127 $9.53K <0.01% +35 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 122 $9.15K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 118 $8.85K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 108 $8.1K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 108 $8.1K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 107 $8.03K 0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 106 $7.95K <0.01% 0 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 105 $7.88K <0.01% -74 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $7.5K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $7.5K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $7.5K <0.01% -10 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 100 $7.5K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $7.5K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 94 $7.04K <0.01% +19 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 92 $6.92K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 92 $6.9K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 91 $6.83K <0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 87 $6.53K <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. 78 $6.34K <0.01% -58 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 84 $6.3K <0.01% -100 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 86 $6K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 80 $6K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 80 $6K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 75 $5.62K <0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 72 $5.4K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 72 $5.4K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 70 $5.25K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 70 $5.25K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 67 $5.03K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 61 $4.59K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 58 $4.58K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 57 $4.28K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 56 $4.2K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 53 $3.98K <0.01% +14 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 52 $3.9K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 52 $3.88K <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $3.75K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 43 $3.46K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 45 $3.38K <0.01% -70 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 42 $3.15K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 42 $3.15K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 41 $3.08K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 43 $3K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 42 $3K <0.01% +14 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 40 $3K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 38 $2.85K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 36 $2.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $2.33K <0.01% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 30 $2.29K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $2.17K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 28 $2.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $2.1K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27 $2.02K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 25 $1.88K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.