Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 558 $45K <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 551 $44.4K 0.01% +18 13F-HR Timeline CX Institutional More: the full row for CX Institutional 528 $43K <0.01% -2,039 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 528 $42.6K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 527 $42.5K 0.01% +9 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 505 $40.7K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 504 $40.6K <0.01% -969 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 500 $40.3K <0.01% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 485 $39.1K 0.03% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 483 $38.7K 0.04% -28 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 480 $38.7K <0.01% +324 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 478 $38.6K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 465 $37.5K 0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 461 $37.2K <0.01% -37,968 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 454 $36.6K <0.01% new 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 453 $36.5K 0.01% -74 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 447 $36.1K <0.01% -247 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 442 $35.6K <0.01% -1,569 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 430 $34.7K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 405 $32.7K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 400 $32.3K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 377 $30.4K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 371 $29.9K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 354 $28.6K 0.01% +247 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 345 $27.8K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 334 $26.9K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 325 $26.2K <0.01% -208 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 317 $25.6K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 314 $25.3K <0.01% -1,059 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 301 $24.3K 0.01% +96 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $24.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 300 $24.2K <0.01% +50 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 287 $23.1K 0.07% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 280 $22.6K <0.01% -214 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 275 $22K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 237 $19.1K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 237 $19.1K <0.01% -610 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 239 $19.1K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 236 $19K <0.01% +95 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 235 $19K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 227 $17.9K 0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 214 $17.3K <0.01% +3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 207 $16.7K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 206 $16.6K <0.01% new 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 203 $16.4K 0.01% -144 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 201 $16.1K <0.01% -138 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $16.1K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 200 $16.1K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 198 $16K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 195 $15.7K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 169 $13.6K <0.01% -170 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 166 $13.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 160 $12.9K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 153 $12.3K <0.01% +122 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 153 $12K 0.01% +148 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 148 $11.9K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 141 $11.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 132 $10.6K <0.01% -43 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 125 $10.1K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 113 $9.11K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 111 $8.95K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 103 $8.33K <0.01% +1 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 100 $8.06K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $8.06K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $8.06K 0.01% 0 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 100 $8K <0.01% 0 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 99 $7.98K 0.01% 0 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 96 $7.74K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 96 $7.74K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $7.66K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 95 $7.66K 0.01% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 93 $7.5K 0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $7.47K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 87 $7.02K <0.01% 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 83 $6.69K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 80 $6.45K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 79 $6.38K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 70 $5.64K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65 $5.24K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 62 $5K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 61 $4.92K <0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 59 $4.76K <0.01% 0 13F-HR/A Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 58 $4.68K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 54 $4.36K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 50 $4.03K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 48 $3.87K <0.01% +22 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 46 $3.71K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 44 $3.55K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 34 $3K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 36 $2.94K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 35 $2.82K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 33 $2.65K <0.01% new 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 32 $2.61K <0.01% -1 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 30 $2.42K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $2.42K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 28 $2.26K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 23 $1.85K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 22 $1.77K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 22 $1.76K <0.01% -16 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 20 $1.61K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $1.6K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 17 $1.34K <0.01% +16 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 13 $1.05K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 10 $842 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $645 0.03% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5 $403 <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 3 $280 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $161 <0.01% -87 13F-HR/A Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1 $81 <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $81 <0.01% new 13F-HR/A Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1 $81 <0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1 $71 <0.01% -176 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $48 <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.