Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 371 $27.6K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 365 $27.1K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 350 $26K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 346 $25.7K <0.01% +143 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 308 $22.4K 0.01% +3 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 300 $22.3K 0.01% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 298 $22.1K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 297 $22.1K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 293 $21.8K <0.01% +144 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 288 $21.4K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 287 $21.3K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 282 $20.9K 0.01% -4 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 275 $20.4K <0.01% -126 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 271 $20.1K <0.01% +104 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 270 $20.1K 0.01% -14 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 265 $19.7K <0.01% +29 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 262 $19.5K <0.01% +33 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 260 $19.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 256 $19K <0.01% -5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 259 $19K <0.01% +53 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 255 $19K <0.01% +99 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 250 $19K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 254 $18.9K 0.01% +12 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 250 $18.6K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 245 $18.2K <0.01% -81 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 244 $18.1K <0.01% +169 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 241 $17.9K <0.01% -111 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 235 $17.5K 0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 232 $17.2K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 227 $16.9K <0.01% -137 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 226 $16.8K <0.01% -3,842 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 223 $16.6K 0.01% +9 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 217 $16.4K 0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 210 $15.6K 0.01% -15,412 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 205 $15.2K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 204 $15.2K 0.02% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $14.9K 0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $14.9K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 194 $14.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 170 $12.6K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 165 $12.3K 0.01% -3 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 160 $11.9K 0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 159 $11.8K 0.03% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 158 $11.7K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 154 $11.4K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 151 $11.2K <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 150 $11.1K <0.01% new 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 147 $10.9K 0.01% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 144 $10.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 142 $10.5K <0.01% +26 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 136 $10.1K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 136 $10.1K <0.01% -75 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 135 $10K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 135 $10K <0.01% -103 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 132 $10K <0.01% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $10K <0.01% +22 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 126 $9.36K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 125 $9.28K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 124 $9.21K <0.01% +8 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 120 $8.91K <0.01% 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 117 $8.72K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 116 $8.62K <0.01% +91 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 115 $8.54K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 107 $7.95K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 105 $7.8K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 102 $7.58K <0.01% -79 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $7.43K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 100 $7.43K <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 100 $7.43K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 100 $7.43K 0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 98 $7.35K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 89 $6.61K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 88 $6.54K <0.01% -137 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 86 $6.42K <0.01% +36 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 84 $6.24K <0.01% +21 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 79 $5.87K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 79 $5.87K <0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 75 $5.57K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 72 $5.35K <0.01% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 72 $5.33K 0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 66 $5.22K <0.01% +17 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 69 $5.12K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 67 $4.98K <0.01% +15 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 66 $4.9K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 65 $4.83K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 64 $4.75K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 60 $4.46K <0.01% -275 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 60 $4.43K <0.01% -2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 59 $4.41K <0.01% -185 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 59 $4.38K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 56 $4.23K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 56 $4.16K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 49 $4K <0.01% -38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 48 $3.56K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 47 $3.53K <0.01% -76 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 47 $3.49K <0.01% +10 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 47 $3.49K 0.01% -278 13F-HR Timeline MOTCO More: the full row for MOTCO 46 $3.42K <0.01% -184 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 46 $3.42K <0.01% +25 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 43 $3.19K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 43 $3.19K <0.01% +8 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 42 $3.12K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 42 $3.12K <0.01% -190 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 42 $3.12K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 41 $3.08K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 41 $3.06K <0.01% -133 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 40 $2.97K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 40 $2.97K 0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 38 $2.91K <0.01% -172 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 38 $2.91K <0.01% -172 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 38 $2.82K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 38 $2.82K <0.01% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 40 $2.82K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 30 $2.23K <0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $2.23K <0.01% 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 29 $2.15K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 28 $2.08K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 28 $2.08K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $2.01K <0.01% -12 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 26 $1.93K <0.01% -1 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 26 $1.93K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 25 $1.86K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 24 $1.78K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21 $1.56K <0.01% 0 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 19 $1.41K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 19 $1.41K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 18 $1.34K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 17 $1.26K <0.01% -35 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15 $1.13K 0.1% -10,876 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15 $1.1K <0.01% -8 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 16 $1K <0.01% 0 13F-HR Timeline Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 15 $1K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 12 $1K <0.01% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9 $1K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $966 <0.01% -65 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 12 $891 <0.01% +7 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10 $743 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $743 <0.01% -7 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $520 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7 $520 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $520 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $446 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $372 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $371 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $371 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $297 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $223 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $37 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.