CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,223 $254K <0.01% +7,807 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,914 $251K 0.07% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,051 $250K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,840 $249K 0.03% -11,000 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 10,000 $248K 0.07% -4,000 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 10,000 $248K 0.54% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,000 $248K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,868 $245K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,712 $241K 0.07% -977 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,649 $240K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,586 $238K <0.01% -8,194 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,550 $237K 0.06% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,404 $234K 0.01% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,053 $234K 0.14% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 9,150 $227K 0.17% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 9,145 $227K 0.12% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,110 $226K 0.07% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,018 $224K <0.01% +587 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,998 $224K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,950 $222K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,123 $220K <0.01% +4,583 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,620 $214K <0.01% new 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 8,500 $211K 0.04% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,274 $206K 0.16% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,257 $205K 0.05% new 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,227 $204K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,212 $204K <0.01% -4,094 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,654 $190K 0.07% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,095 $176K 0.09% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,000 $174K 0.04% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,627 $165K 0.1% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,922 $151K 0.09% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,625 $140K 0.02% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 5,450 $135K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,367 $133K 0.1% -135 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,233 $130K <0.01% +3,830 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,017 $125K <0.01% -193 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,700 $117K <0.01% +4,350 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,624 $115K 0.03% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,351 $108K 0.03% -32,099 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,310 $107K <0.01% -712 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,000 $99.3K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,638 $90.4K 0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,608 $89.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,544 $88.1K <0.01% +986 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,487 $86.7K 0.03% +1,887 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 3,275 $81.3K 0.04% 0 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,826 $70.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,666 $67.8K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,690 $66.8K <0.01% +2,090 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,661 $66.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,573 $63.9K 0.01% +409 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,553 $63.4K <0.01% +719 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,441 $60.7K 0.03% +2 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,270 $56.4K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,033 $49.5K <0.01% +1,283 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,903 $47.3K <0.01% +185 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,899 $47.2K <0.01% +222 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,768 $43.9K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,606 $39.9K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,580 $39.3K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,540 $38.3K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,500 $37.3K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,467 $36.5K <0.01% +717 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,350 $34K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,280 $32K <0.01% +589 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,264 $31.4K <0.01% -9,214 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,240 $30.8K <0.01% new 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,225 $30.4K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,204 $29.9K <0.01% +44 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,204 $29.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,153 $28.7K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,120 $27.8K <0.01% +174 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,100 $27.3K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,062 $26.4K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,050 $26.1K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,015 $25.2K <0.01% +155 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,000 $24.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 899 $22.3K <0.01% +677 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 864 $21.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 850 $21.1K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 764 $19K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 750 $18.6K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 700 $17.4K 0.01% -350 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 669 $16.6K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 650 $16.2K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 600 $14.9K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 600 $14.9K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 515 $12.8K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 503 $12.5K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 502 $12.5K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 496 $12.3K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 480 $11.9K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 450 $11.2K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 450 $11.2K <0.01% -50 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 427 $10.6K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 407 $10.1K <0.01% +164 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 400 $9.94K <0.01% -172 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 400 $9.94K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 350 $8.7K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 340 $8.43K <0.01% 0 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 325 $8.08K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 320 $7.77K <0.01% +20 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 311 $7.73K <0.01% -345 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 310 $7.7K <0.01% -54,908 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 300 $7.46K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 300 $7.46K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 297 $7.38K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 283 $7K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 278 $6.91K <0.01% -136 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 279 $6.65K <0.01% -40 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 258 $6.41K <0.01% -55 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 250 $6.21K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 238 $5.92K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 225 $5.59K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 203 $5.04K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 200 $4.97K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $4.97K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 159 $3.95K <0.01% +7 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 157 $3.9K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 155 $3.85K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 138 $3.43K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 105 $2.61K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 100 $2.48K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 100 $2.48K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90 $2.24K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55 $1.37K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 42 $1.04K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 39 $970 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 33 $820 <0.01% new 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 28 $696 <0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 20 $497 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 20 $461 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $249 <0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1 $25 <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $23 <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.