STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,200 $244K 0.1% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,196 $244K 0.02% -206 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,062 $239K <0.01% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,055 $239K <0.01% 0 13F-HR Timeline Group ACAS, LLC More: the full row for ACAS, LLC 5,825 $239K 0.18% +186 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,047 $239K 0.03% +81 13F-HR/A Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 7,013 $238K 0.09% -2,306 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 7,000 $237K <0.01% 0 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 7,000 $237K 0.24% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,906 $234K <0.01% -950 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,881 $233K 0.16% +603 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,833 $232K 0.02% +1,175 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,787 $230K 0.01% -8,701 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,773 $230K 0.01% -19,439 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,759 $229K <0.01% -5,270 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,729 $228K 0.02% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,716 $228K 0.05% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,711 $228K <0.01% -105 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,677 $226K 0.02% +76 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,675 $226K 0.08% -300 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 6,600 $224K 0.11% +100 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 6,595 $224K 0.02% new 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,529 $221K 0.03% -174 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 6,450 $219K 0.19% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,433 $218K 0.02% +36 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,374 $216K 0.17% +217 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,347 $215K 0.04% +101 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,344 $215K 0.07% +439 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,350 $215K <0.01% -6,100 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,300 $214K 0.02% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,298 $214K 0.04% -1,300 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 6,272 $213K <0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,260 $212K <0.01% +600 13F-HR Timeline Group TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 6,188 $210K 0.03% +829 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,153 $209K 0.03% +68 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,109 $207K <0.01% -70 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,992 $203K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,979 $203K <0.01% +248 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,958 $202K 0.08% +37 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,550 $188K 0.18% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,290 $187K 0.08% -235 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,405 $183K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5,364 $182K 0.11% -2,637 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,365 $181K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,100 $173K <0.01% -4,110 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 5,065 $172K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,046 $171K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,000 $170K 0.05% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,500 $153K 0.01% -4,400 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 4,470 $152K 0.05% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 4,138 $149K <0.01% 0 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,300 $146K 0.09% +47 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,215 $143K 0.03% +852 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,100 $139K <0.01% +4,000 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,043 $136K 0.01% 0 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 3,906 $132K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,825 $130K 0.01% -597 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,239 $129K 0.01% new 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,456 $129K 0.02% new 13F-HR Timeline Group Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 3,770 $128K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,600 $122K 0 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,226 $121K <0.01% +1,432 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,506 $119K 0.02% -1,076 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,472 $118K 0.01% +300 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 3,261 $111K 0.09% -100 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 3,008 $104K 0.09% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,035 $103K 0.01% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,004 $102K 0.02% +2,500 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,971 $101K 0.01% -2,750 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,938 $99.2K 0.01% +1,000 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,849 $96.6K 0.03% +28 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,754 $93.4K 0.01% +1,225 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,696 $91K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,659 $90.2K <0.01% +549 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,551 $86.5K <0.01% +1,601 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,520 $85.5K 0.02% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,500 $84.8K 0.04% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,488 $84.4K 0.02% +657 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,348 $79.6K 0.01% +1 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,346 $79K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,318 $78.6K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,208 $74.9K <0.01% +97 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,196 $74.5K <0.01% +611 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,000 $67.8K 0.03% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 1,964 $66.6K 0.07% 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,935 $65.6K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,883 $63.9K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,853 $62.8K 0.02% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,756 $59.5K 0.01% new 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) 1,739 $59K <0.01% -12,006 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,721 $58.4K <0.01% +212 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,700 $57.6K 0.03% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 1,670 $56.6K 0.02% -1,000 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,558 $52.8K 0.01% +1,500 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,550 $52.6K 0.01% -250 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,533 $52K 0.03% -828 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,503 $51K 0.04% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,500 $50.9K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,481 $50.2K 0.01% +1,256 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,435 $48.7K 0.02% +540 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,391 $47.2K 0.01% +16 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,369 $46.4K 0.01% +143 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 1,321 $44.8K 0.08% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,300 $44.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,290 $43.7K <0.01% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,272 $43.1K <0.01% +132 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,243 $42.1K 0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,217 $41.3K 0.03% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,207 $40.9K 0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,206 $40.9K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,200 $40.7K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,143 $38.8K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,136 $38.5K <0.01% -360 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,075 $36.5K <0.01% -83 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,055 $35.8K <0.01% +374 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,050 $35.6K <0.01% -480 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,025 $34.8K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,000 $33.9K <0.01% +500 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,000 $33.9K 0.02% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 946 $32.1K 0.01% -161 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 925 $31.4K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 924 $31.3K 0.02% +11 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 900 $30.5K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 886 $30K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 848 $28.8K <0.01% +238 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 840 $28.5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 700 $27.3K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 800 $27.1K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 760 $25.9K <0.01% -375 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 750 $25.4K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 667 $25.1K 0.02% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 750 $25K 0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 735 $24.9K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 700 $23.7K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 700 $23.7K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 678 $23K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 677 $23K 0.02% -3,159 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 674 $22.9K 0.01% -350 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 648 $22K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 645 $21.9K <0.01% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 620 $21K 0.01% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 597 $20.2K <0.01% +1 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 580 $19.7K <0.01% -720 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 574 $19.5K <0.01% +24 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 550 $18.7K <0.01% -24,908 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 544 $18.4K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 522 $17.7K <0.01% +6 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 514 $17.4K 0.01% +6 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 513 $17.4K 0.01% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $17K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 500 $17K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 500 $17K 0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 496 $16.8K 0.01% 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 494 $16.8K <0.01% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 484 $16.4K <0.01% +6 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 481 $16.3K <0.01% +5 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 466 $15.8K <0.01% +331 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 438 $14.9K <0.01% +332 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 430 $14.6K 0.01% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 415 $14.1K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 400 $13.6K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 400 $13.6K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 393 $13K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 365 $12.4K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 300 $12.3K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 300 $12.3K 0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 330 $11.2K <0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 325 $11K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 321 $10.9K <0.01% -24 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 318 $10.8K <0.01% -4,080 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 305 $10.3K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $10.2K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 300 $10.2K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 301 $10.2K <0.01% -129,574 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 286 $9.7K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 283 $9.6K <0.01% +22 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 275 $9.32K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 268 $9.09K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 263 $8.92K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 255 $8.65K <0.01% +80 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 251 $8.51K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 246 $8.34K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 241 $8.17K <0.01% -476 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 229 $7.77K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 229 $7.76K <0.01% +3 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 215 $7.73K <0.01% 0 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 229 $7.73K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 210 $7.12K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 210 $7.12K <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. 208 $7.05K <0.01% +97 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 208 $7.05K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 206 $6.99K 0.01% 0 13F-HR/A Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 200 $6.78K 0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $6.78K <0.01% 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 158 $6.75K 0.01% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 182 $6.17K <0.01% -201 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 164 $6K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 166 $5.62K <0.01% +3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 156 $5.31K <0.01% +2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 156 $5.29K <0.01% 13F-HR Timeline