BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,915 $337K 0.12% +38 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,765 $330K 0.01% +2,625 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,669 $326K 0.03% +322 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,645 $325K 0.03% -225 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,636 $325K <0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,612 $324K <0.01% +100 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,538 $321K 0.01% +1,504 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,496 $319K 0.01% +1,759 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,459 $317K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,435 $316K 0.01% -14 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,346 $313K 0.04% -299 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,343 $313K 0.03% +1,357 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,200 $306K 0.1% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,145 $304K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,045 $300K 0.01% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,043 $300K 0.03% +900 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,018 $299K 0.05% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,000 $298K 0.29% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,975 $297K <0.01% -26,322 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,898 $294K 0.02% -2,711 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,885 $293K 0.04% +243 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,883 $293K 0.05% +1,559 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 6,700 $293K 0.12% 0 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 6,850 $292K 0.2% -1,020 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 6,845 $291K 0.12% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,840 $291K <0.01% +44 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,732 $287K -616 Timeline MFA Wealth Services More: the full row for MFA Wealth Services 6,648 $283K 0.19% -194 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,610 $281K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,543 $278K 0.11% +209 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,542 $278K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,523 $278K 0.03% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,458 $275K 0.12% +32 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,443 $274K 0.03% -1,360 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,398 $272K 0.03% +2 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,387 $272K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,379 $271K 0.03% -1,153 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 6,367 $271K 0.18% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,226 $265K 0.03% +1 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,191 $263K 0.2% -5,731 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,121 $261K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,112 $260K <0.01% +816 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,266 $260K 0.02% +13 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 6,070 $258K 0.17% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,061 $258K <0.01% new 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,989 $255K 0.01% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,982 $255K 0.11% -232 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 5,655 $248K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,806 $247K <0.01% -363 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,794 $247K <0.01% -138 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,780 $246K 0.01% +1 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,757 $245K 0.12% -247 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,705 $243K 0.06% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,683 $242K 0.07% 0 13F-HR/A Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 5,550 $236K 0.02% 0 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 5,543 $236K 0.18% -242,112 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,500 $234K 0.12% -1,500 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,463 $233K 0.05% -256 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,457 $232K <0.01% -965 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,400 $230K 0.02% +5,000 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,369 $229K 0.01% -171 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,363 $228K 0.09% +1 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,335 $227K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,330 $227K 0.01% +1 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,315 $226K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,306 $226K <0.01% -165 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,006 $224K 0.01% -1,599 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,251 $223K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,204 $221K <0.01% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,194 $221K 0.06% +26 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 5,143 $219K 0.12% -1,040 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,105 $217K <0.01% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,093 $217K 0.11% 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,051 $215K 0.08% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,022 $214K 0.02% -80 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,003 $213K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,992 $212K 0.02% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,942 $210K 0.04% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 6,080 $209K 0.11% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,879 $208K 0.02% +964 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,862 $207K 0.05% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,841 $206K 0.12% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,830 $206K 0.09% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,828 $205K 0.07% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,816 $205K 0.01% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,717 $201K 0.07% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,654 $200K 0.13% +570 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,309 $183K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,308 $183K +862 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,227 $180K <0.01% -2,824 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 4,141 $176K <0.01% new 13F-HR Timeline Group City State Bank More: the full row for City State Bank 4,114 $175K 0.05% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,100 $174K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,976 $169K 0.03% -102 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,874 $165K 0.01% +63 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,773 $163K <0.01% -1,127 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,769 $160K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,723 $158K 0.03% -1,118 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,683 $157K 0.01% -727 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,537 $151K <0.01% -186,073 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,527 $150K 0.05% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,500 $149K 0.09% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,486 $148K 0.01% -290 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,446 $147K 0.01% -574 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,425 $146K 0.02% +696 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,379 $144K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,355 $143K <0.01% +1,136 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 3,344 $142K 0.07% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,238 $138K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,200 $136K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,127 $133K 0.02% +8 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,000 $128K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,776 $118K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,677 $114K 0.01% +1,591 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,650 $113K 0.06% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,591 $110K 0.03% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,550 $109K 0.01% new 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,500 $106K 0.03% +1,000 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 60,222 $103K 0.02% +5 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,423 $103K 0.06% -93,164 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,241 $95K 0.03% +111 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2,000 $85.1K 0.05% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,976 $84.1K 0.03% -232 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,925 $81.9K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,899 $80.8K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,884 $80.2K 0.03% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,880 $80K <0.01% -16 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,858 $79.1K 0.04% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,815 $77.3K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,790 $76.2K <0.01% +1,751 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,660 $70.7K <0.01% +680 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,659 $70.6K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,548 $66K 0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,542 $65.6K 0.05% -222 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,500 $63.8K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,500 $63.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,489 $63.4K 0.01% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,489 $63.4K new Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,403 $60K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,405 $59.8K 0.01% +9 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,251 $53K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,215 $51.7K 0.02% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,166 $49.6K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,097 $46.7K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,075 $45.8K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,035 $44K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,031 $43.9K 0.02% +5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 945 $40.2K 0.01% +220 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 888 $38K <0.01% +252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 889 $37.8K 0.03% +4 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 882 $37.5K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 863 $36.7K <0.01% -50 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 845 $36K 0.02% -84 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 834 $35.5K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 780 $33.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 730 $31.1K <0.01% -679 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 709 $30.2K 0.01% -159 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 699 $29.8K <0.01% -120 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 665 $28.3K <0.01% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 660 $28.1K 0.01% -1,299 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 535 $22.8K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $21.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $21.3K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 499 $21.2K 0.01% -200 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 446 $19K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 417 $17.8K <0.01% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 362 $15.4K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 360 $15.3K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 348 $14.8K <0.01% -280 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 321 $13.7K <0.01% 0 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 280 $11.9K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 274 $11.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 273 $11.6K 0.01% +28 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 237 $10.5K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 242 $10.3K <0.01% +241 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 212 $9K <0.01% -976 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 198 $8.43K <0.01% -180 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 190 $8.09K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 194 $8.04K <0.01% -42 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 187 $7.96K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 180 $7.66K <0.01% -262 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 163 $7K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 141 $6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 125 $5.32K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 110 $4.68K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 106 $4.51K 0.03% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 66 $2.79K <0.01% -6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $2.77K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 45 $1.92K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 44 $1.87K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 43 $1.83K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35 $1.49K <0.01% +9 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 30 $1.28K <0.01% +19 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13 $553 <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7 $298 <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5 $213 <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) 1 $43 <0.01% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1 $43 <0.01% 0 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,146,059 $215K +8,919,648 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.