VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,637 $224K 0.14% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 13,468 $221K 0.06% -3,335 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,091 $215K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,090 $215K <0.01% +6 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,038 $214K <0.01% +3,524 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,721 $213K 0.03% new 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 12,838 $211K 0.01% +8 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,827 $211K <0.01% +10,518 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 12,824 $211K 0.02% -521 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 12,636 $208K 0.03% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11,951 $196K <0.01% -10,201 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,925 $196K 0.01% new 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 11,879 $195K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,871 $195K <0.01% -848 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,860 $195K 0.01% -20,592 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 11,856 $195K <0.01% -2,504 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 11,827 $194K 0.05% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,808 $194K <0.01% -6,672 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,710 $192K 0.01% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 11,524 $189K 0.08% +50 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,519 $189K <0.01% +1,312 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,407 $188K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 11,385 $187K 0.05% +122 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,381 $187K <0.01% new 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,363 $187K <0.01% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,195 $184K 0.07% -241 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,149 $183K 0.03% -2,000 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,147 $183K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,953 $180K <0.01% -1,654 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 10,685 $176K 0.12% -1,000 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,643 $175K 0.04% +5,900 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,596 $174K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 10,530 $173K 0.09% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 10,503 $173K 0.11% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 10,286 $169K 0.02% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 10,269 $169K 0.09% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,252 $168K <0.01% +8,083 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,249 $168K <0.01% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 10,232 $168K 0.03% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,218 $168K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,215 $168K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 10,174 $167K 0.07% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,036 $165K <0.01% 0 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,022 $165K 0.02% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 10,000 $164K 0.01% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,000 $164K 0.07% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9,361 $154K 0.03% 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 9,347 $154K 0.04% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 7,920 $151K 0.01% +32 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9,134 $150K 0.08% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,891 $146K <0.01% +275 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 8,830 $145K 0.09% +500 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,161 $134K <0.01% +1,670 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 8,031 $132K 0.04% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,960 $131K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,768 $128K <0.01% 0 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,500 $123K 0.04% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 7,353 $121K <0.01% +1,768 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,287 $120K <0.01% 0 13F-HR Timeline Group CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 7,012 $115K 0.1% 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 7,000 $115K 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,885 $113K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,094 $100K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,000 $98.6K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,000 $98.6K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,650 $92.8K <0.01% 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,495 $90.3K <0.01% -317 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,340 $87.7K 0.01% +95 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,907 $80.6K 0.02% +31 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,745 $78K 0.01% 0 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 4,541 $74.6K 0.06% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,132 $67.9K <0.01% +4 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,823 $62.8K 0.01% +764 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,619 $59.5K <0.01% -50 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,500 $57.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,445 $56.6K <0.01% +3 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,414 $56.1K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,310 $54.4K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,295 $54.1K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,057 $50.2K 0.02% +55 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,034 $50K <0.01% -2,881 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,960 $48.6K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,843 $46.7K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,778 $45.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,645 $43.5K <0.01% +404 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,600 $42.7K 0.01% 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,469 $40.6K <0.01% +100 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,415 $39.7K <0.01% -67 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,412 $39.6K 0.02% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,374 $39K 0.03% 0 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,328 $38.2K 0.01% -2,775 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,261 $37.1K <0.01% +8 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,230 $36.6K <0.01% +30 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $35.1K 0.03% -2,135 13F-HR Timeline Amount filed as zero, left out of ratios. Family Manage LLC More: the full row for Family Manage LLC 2,131 $35K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,072 $34K <0.01% +445 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,045 $33.6K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,041 $33.5K 0.02% +1,725 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,019 $33.2K <0.01% +497 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,000 $32.9K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,000 $32.9K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $32.9K <0.01% -600 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,962 $32.2K <0.01% -252 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,925 $31.6K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,923 $31.6K <0.01% +2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,800 $30.8K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,931 $29.9K 0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,761 $28.9K 0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,756 $28.9K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,710 $28.1K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,605 $26.4K 0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,537 $25.3K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,500 $24.6K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,409 $23.1K 0.01% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,415 $23K <0.01% +75 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,304 $21K 0.02% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,276 $21K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,201 $19.7K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,068 $17.5K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,060 $17.4K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,030 $16.9K 0.01% -522 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,028 $16.9K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 986 $16.2K 0.01% +1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 965 $15.9K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 930 $15.3K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 914 $15K <0.01% +3 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 900 $14.8K <0.01% +817 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 897 $14.7K <0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 885 $14.5K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 797 $13.1K 0.01% +6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 802 $13K <0.01% -205 13F-HR/A Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 766 $12.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 750 $12.3K <0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 746 $12.3K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 739 $12.1K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 728 $12K <0.01% -97 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 700 $11.5K <0.01% new 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 698 $11.5K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 676 $11.1K <0.01% -57,804 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 672 $11K <0.01% -80 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 625 $10.3K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 610 $10K <0.01% +550 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 600 $9.86K <0.01% -200 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 579 $9.52K <0.01% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 550 $9.04K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 530 $8.71K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 526 $8.64K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 513 $8.42K 0.01% +4 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 496 $8.14K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 468 $7.68K <0.01% +3 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 450 $7.39K <0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 450 $7.39K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 437 $7.17K <0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 436 $7.16K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 429 $7.05K <0.01% +59 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 428 $7.03K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 400 $6.57K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 377 $6.19K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 336 $6K <0.01% -2,519 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 350 $5.75K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 330 $5.42K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 328 $5.39K <0.01% +3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 313 $5.15K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 312 $5.13K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 307 $5.04K <0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 282 $4.99K <0.01% +3 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 286 $4.7K <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 264 $4.34K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 250 $4.11K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 250 $4.11K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 200 $3.71K <0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 205 $3.37K <0.01% +5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 193 $3.32K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 190 $3.12K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 200 $3K <0.01% new 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 182 $2.99K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 180 $2.96K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 176 $2.89K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 169 $2.78K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 160 $2.63K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 150 $2.46K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 129 $2.46K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 138 $2.27K <0.01% 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 132 $2.17K <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 122 $2.14K <0.01% +1 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 123 $2.02K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 112 $1.84K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 103 $1.69K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 100 $1.64K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81 $1.33K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 63 $1.04K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 39 $1K <0.01% -307 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 60 $986 <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 55 $904 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 50 $822 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $822 <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 44 $723 <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $575 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 32 $529 <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 27 $444 <0.01% 13F-HR Timeline