Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 170 $44.6K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 167 $43.7K 0.01% +110 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 166 $43.2K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 167 $43K 0.01% +7 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 159 $41.7K 0.01% -13 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 159 $41.6K 0.02% -14 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 156 $40.9K 0.03% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 154 $40.4K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 153 $40.2K <0.01% +13 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 150 $39.4K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 146 $38.3K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 138 $36.2K <0.01% +110 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 137 $36K 0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 135 $35.4K 0.01% +3 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 128 $33.6K <0.01% +96 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 127 $33.3K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 116 $30.7K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 114 $29.9K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 112 $29.5K <0.01% -13 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 112 $29K <0.01% +52 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 106 $27.8K <0.01% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 104 $27.3K <0.01% 0 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 104 $27.3K 0.03% -62 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 101 $26.5K 0.02% -16 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 101 $26.5K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 100 $26.3K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 100 $26.3K 0.01% 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 100 $26.3K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 100 $26.3K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 100 $26.3K 0.02% -3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 96 $25.2K 0.01% -2,172 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 96 $25.2K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 94 $24.7K 0.02% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 93 $24.4K <0.01% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 92 $24.2K 0.01% +26 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 92 $24.2K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 85 $22.3K 0.01% +27 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 84 $22.1K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 82 $22K <0.01% +72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 80 $21.1K <0.01% +9 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 80 $21K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 77 $20.2K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 77 $20.2K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 73 $19.2K <0.01% -3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 71 $18.8K <0.01% -2,767 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 67 $18K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 65 $17.2K 0.01% -29 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 65 $17.1K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 65 $17.1K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 64 $16.8K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $16.1K <0.01% -14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 60 $15.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 56 $14.7K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 55 $14.5K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 53 $13.9K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 49 $12.9K <0.01% -6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 49 $12.9K <0.01% +21 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $12.6K <0.01% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 48 $12.6K <0.01% -8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 48 $12.6K <0.01% +12 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 45 $11.8K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 44 $11.6K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 44 $11.6K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 43 $11.3K <0.01% -1,896 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 40 $10.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38 $10K <0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $9.88K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 37 $9.71K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37 $9.71K <0.01% -10 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 37 $9.71K <0.01% -29 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 36 $9.57K <0.01% +28 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 36 $9.39K <0.01% -4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33 $8.66K <0.01% -7 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 32 $8.4K <0.01% +21 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 32 $8.24K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 30 $7.88K <0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 27 $7.09K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 28 $7K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 27 $7K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 26 $6.84K <0.01% -10 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 26 $6.83K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 24 $6.3K <0.01% new 13F-HR/A Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 25 $6.11K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 22 $5.85K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 22 $5.78K <0.01% +21 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 21 $5.51K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $5.33K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 20 $5.25K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20 $5.25K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $4.99K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 18 $4.73K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 18 $4.72K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 17 $4.46K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 17 $4.46K <0.01% +14 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 17 $4.46K 0.01% 0 13F-HR/A Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 17 $4.46K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $4.37K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 16 $4.2K <0.01% +11 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $3.67K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13 $3.41K <0.01% +2 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 13 $3.41K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13 $3.41K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $3.41K <0.01% -1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 13 $3.41K <0.01% -44 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $3K <0.01% -4 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $2.99K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 11 $2.89K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10 $2.63K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $2.62K <0.01% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9 $2.36K <0.01% +8 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9 $2.36K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9 $2.36K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $2.36K <0.01% +2 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9 $2.36K <0.01% +8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $2.1K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $2.1K <0.01% -10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9 $2.06K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $2.01K <0.01% -1 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 7 $1.84K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $1.84K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $1.59K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6 $1.58K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $1.58K <0.01% -6 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5 $1.31K <0.01% -5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.31K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $1.31K <0.01% +3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $1.31K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $1.31K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.31K <0.01% +3 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5 $1.31K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $1.05K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $788 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3 $788 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $788 <0.01% 0 13F-HR/A Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $756 <0.01% new 13F-HR/A Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $526 <0.01% -5 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $525 <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2 $525 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2 $525 <0.01% -2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $263 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1 $263 <0.01% -83 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $263 <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1 $263 <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1 $263 <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $263 <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.