Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 9,724 $482K 0.27% +302 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,695 $480K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,655 $478K 0.01% -500 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,650 $478K 0.05% +1,178 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 9,543 $473K 0.24% +91 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 9,478 $470K 0.28% +306 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,470 $469K 0.02% +4,296 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,219 $457K 0.01% -555 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,053 $449K 0.01% +289 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 9,033 $448K 0.47% +27 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,033 $448K 0.02% +4,397 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,880 $447K 0.03% -590 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 8,988 $445K 0.33% +154 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,980 $445K <0.01% +320 13F-HR Timeline Group ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,924 $442K 0.25% -153 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 8,816 $437K 4.05% -510 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,790 $436K 0.04% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 8,690 $431K 0.09% -2,586 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,667 $429K 0.07% +75 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 8,593 $429K 0.01% new 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,639 $428K 0.18% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,608 $427K 0.22% -4 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,540 $423K 0.01% -1,424 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,500 $421K 0.07% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,436 $418K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,202 $406K <0.01% -305 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,053 $399K <0.01% -3,862 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,929 $393K 0.01% -369 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,781 $386K 0.03% -503 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 7,724 $383K 0.21% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 7,542 $374K 0.15% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,518 $373K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,483 $371K 0.01% +599 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,459 $370K 0.01% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,412 $367K 0.23% +79 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,282 $360K 0.03% -574 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,258 $360K 0.02% -9 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,249 $359K 0.08% +418 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 7,230 $358K 0.23% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,220 $358K 0.29% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,165 $355K 0.02% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 7,096 $352K 0.05% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,072 $350K 0.21% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,943 $344K 0.19% +743 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,869 $340K 0.06% -510 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,840 $339K 0.01% -2,032 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,826 $338K 0.02% -7,270 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 6,790 $338K 0.3% +101 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,790 $336K 0.02% new 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,673 $331K 0.18% +1,984 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,671 $331K <0.01% -183 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,624 $328K <0.01% -300 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 6,587 $326K <0.01% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,621 $324K 0.03% +4 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 6,486 $321K 0.57% new 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 6,928 $320K 0.2% -53,417 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 6,415 $318K 0.09% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,370 $316K 0.08% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,345 $314K <0.01% -509 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,336 $314K <0.01% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,335 $314K 0.08% +28 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,307 $313K 0.02% +36 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,217 $308K 0.03% -76 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,213 $308K <0.01% +1,139 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 6,195 $307K 0.25% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,162 $305K 0.01% -494 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,131 $304K 0.01% -9,365 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,131 $304K 0.06% +552 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 6,024 $298K 0.06% -112 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,896 $292K 0.07% +4 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,877 $291K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,829 $289K <0.01% -783 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,799 $287K 0.05% -279 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,777 $286K 0.06% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,777 $286K 0.05% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,776 $286K <0.01% +2,524 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,772 $286K 0.13% -401 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 5,757 $285K 0.05% 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,738 $284K <0.01% -848 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,697 $282K 0.01% -244,910 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 5,666 $281K 0.23% 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 5,633 $279K 0.07% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,630 $279K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,617 $278K <0.01% new 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5,588 $277K 0.07% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,587 $277K <0.01% +35 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,581 $277K 0.1% +134 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,483 $274K 0.03% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,490 $272K 0.02% 0 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 5,481 $272K 0.2% -851 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,441 $270K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,414 $268K 0.01% +128 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,402 $268K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,360 $266K <0.01% +254 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,318 $264K 0.01% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,253 $260K 0.07% 0 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 5,236 $259K 0.05% -473 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,203 $258K <0.01% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,182 $257K 0.07% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,173 $256K <0.01% +310 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,167 $256K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,147 $255K 0.02% +310 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,130 $254K 0.02% -119 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,111 $253K <0.01% new 13F-HR Timeline Group Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,076 $252K 0.13% +55 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,043 $250K <0.01% -46 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,975 $247K 0.05% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,031 $246K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,933 $244K 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 4,838 $240K 0.1% +2,689 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,796 $238K <0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,790 $237K 0.01% -1,931 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,771 $236K 0.02% +14 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,694 $233K <0.01% new 13F-HR Timeline Group Seek First Inc. More: the full row for Seek First Inc. 4,670 $231K 0.15% +69 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 4,658 $231K 0.11% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,613 $229K 0.09% +53 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,586 $227K <0.01% 0 13F-HR Timeline Group Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 4,532 $225K 0.08% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,504 $223K 0.04% +67 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,439 $220K <0.01% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 4,434 $219K 0.09% -2,037 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,403 $218K 0.01% -493 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,359 $216K 0.01% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,347 $215K +496 Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,314 $214K <0.01% new 13F-HR Timeline Group HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 4,299 $213K 0.01% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,288 $212K 0.1% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 4,195 $208K 0.13% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,185 $207K 0.03% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,185 $207K 0.04% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,179 $207K 0.01% +1,008 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,168 $207K 0.01% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,160 $206K 0.03% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,137 $205K 0.01% -821 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,128 $205K 0.01% new 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,102 $203K 0.13% -225 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,742 $185K 0.03% -443 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,503 $174K <0.01% +497 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,478 $172K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,950 $146K 0.02% +62 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,321 $115K 0.01% +371 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,264 $112K 0.07% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,207 $109K <0.01% +33 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,176 $108K <0.01% +106 13F-HR Timeline Group MOTCO More: the full row for MOTCO 1,995 $98.9K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,992 $98.7K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,979 $98K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,954 $96.8K <0.01% +1,417 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,911 $94.7K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,755 $87K 0.02% +9 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,719 $85.2K <0.01% +959 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,557 $77.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,485 $73.6K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,450 $71.8K 0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,410 $69.9K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,360 $67.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,343 $66.5K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,301 $64.7K 0.01% +14 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,268 $62.8K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,146 $56.8K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,132 $55.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,095 $54K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,020 $50.5K 0.03% -123 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 986 $48.9K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 896 $44.4K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 880 $43K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 769 $38K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 735 $36.4K <0.01% +337 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 686 $34K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 669 $33.1K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 648 $32K 0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 629 $31.2K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 609 $30.2K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 603 $29.9K <0.01% +310 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 595 $29.5K <0.01% +107 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 520 $25.8K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 479 $23.7K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 450 $22.3K 0.01% +227 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 426 $21.1K <0.01% -89 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 352 $17K <0.01% -47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 331 $16.4K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 328 $16.3K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 313 $15.5K <0.01% -100 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 297 $14.7K <0.01% -49 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 293 $14.5K <0.01% +52 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 292 $14.5K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 289 $14.3K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 285 $14.1K 0.01% -128 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 276 $13.7K 0.01% +108 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 260 $12.9K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 245 $12.1K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 240 $11.9K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 236 $11.7K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 212 $10.5K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 210 $10.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 206 $10.2K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 177 $8.77K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 159 $7.88K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 156 $7.73K <0.01% new 13F-HR Timeline