HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,414 $122K 0.01% +157 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,339 $119K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,285 $116K 0.1% -24 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,180 $110K 0.03% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,167 $110K 0.01% +208 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,092 $106K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,013 $102K 0.02% +5 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,991 $101K <0.01% -5,942 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,938 $98.2K <0.01% -1,088 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,934 $98K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,822 $92.3K 0.01% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1,807 $91.6K 0.05% -230 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,791 $90.8K 0.02% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,657 $84K 0.05% +20 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,621 $82.1K 0.04% -70 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,496 $75.8K 0.03% -24 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,475 $74.8K 0.03% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,427 $72.3K 0.02% +83 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,303 $66K <0.01% +7 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,257 $63.7K 0.05% +1,127 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,245 $63.1K <0.01% -5,659 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,226 $62.1K <0.01% +1,010 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,217 $61.7K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,209 $61.3K 0.07% -34,011 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,162 $58.9K <0.01% +412 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,065 $54K 0.01% -462,965 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,040 $52.7K <0.01% -260 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,039 $52.6K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,020 $51.7K 0.03% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,014 $51.4K 0.01% +9 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $50.7K <0.01% 0 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 996 $50.5K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 994 $50.4K <0.01% +496 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 979 $49.6K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 961 $48.7K 0.03% -5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 951 $48.2K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 949 $48.1K <0.01% +408 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 939 $47.6K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 902 $45.4K <0.01% -531 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 862 $43.7K 0.02% +109 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 837 $42.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 820 $42K <0.01% +20 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 828 $41.6K 0.47% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 817 $41.4K 0.03% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 805 $40.8K 0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 784 $39.7K 0.02% +6 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 775 $39.3K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 732 $37.1K 0.04% -2,203 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 726 $36.8K <0.01% new 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 712 $36.1K 0.03% -10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 706 $35.8K <0.01% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 700 $35.5K 0.02% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 681 $34.5K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 605 $30.7K 0.02% -30 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 602 $30.4K 0.01% +9 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 533 $27K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 485 $24.6K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 451 $22.9K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 419 $21.2K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 411 $20.8K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 400 $20.3K <0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 402 $20K <0.01% +30 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 397 $20K 0.01% +200 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 391 $19.8K 0.01% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 280 $14.2K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 258 $13K <0.01% -208 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 250 $12.7K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 242 $12.3K 0.01% +3 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 232 $11.8K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 225 $11.4K <0.01% new 13F-HR/A Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 220 $11K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 200 $10.1K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $10.1K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 188 $9.53K <0.01% 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 170 $8.6K <0.01% +51 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 166 $8.41K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 166 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 111 $5.62K <0.01% -4,434 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 91 $4.61K <0.01% -205 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 85 $4.31K <0.01% +84 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 80 $4.05K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 72 $3.65K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 72 $3.65K <0.01% +9 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 70 $3.55K <0.01% +1 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 63 $3.19K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 61 $3.09K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 53 $2.69K <0.01% -21,691 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 45 $2.28K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 38 $1.93K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 36 $1.83K <0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 32 $1.62K <0.01% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 30 $1.52K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $1.27K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 24 $1.21K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 21 $1.06K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18 $912 <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 16 $811 <0.01% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 13 $658 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 11 $557 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7 $355 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5 $253 <0.01% +2 13F-HR/A Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $11 <0.01% new 13F-HR Timeline 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1,197 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.