Clean Yield Group More: the full row for Clean Yield Group 365 $95.1K 0.03% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 362 $94.3K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 340 $88.6K 0.01% +18 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 330 $88.3K 0.01% +24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 339 $88.3K 0.01% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 318 $82.8K 0.01% -100 13F-HR Timeline MOTCO More: the full row for MOTCO 317 $82.6K 0.01% -16 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 296 $77.1K 0.05% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 295 $77K 0.03% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 289 $75.2K 0.02% +21 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 277 $72.1K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 275 $71.6K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 270 $70.3K 0.02% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 269 $70.1K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 268 $69.8K 0.05% -16 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 258 $67.2K 0.03% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 255 $66.4K 0.04% +164 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 248 $64.8K 0.01% +99 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 247 $64.3K 0.01% +5 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 245 $63.8K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $62.5K 0.01% -480 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 232 $60.4K 0.01% +15 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 223 $58.1K 0.02% +160 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 218 $56.8K 0.03% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 210 $54.7K <0.01% +96 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 206 $53.9K 0.01% +64 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 204 $53.1K 0.07% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $52.1K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 $52.1K 0.01% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 200 $52.1K 0.02% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 200 $52K 0.02% -8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 199 $51.9K 0.01% +125 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 199 $51.8K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 197 $51.3K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 189 $49.2K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 182 $47.4K 0.02% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 182 $47.4K 0.01% +150 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 180 $47K <0.01% +6 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 176 $45.8K <0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 176 $45.8K 0.04% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 174 $45.3K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 167 $43.5K <0.01% +7 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 165 $43K 0.02% +125 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 164 $42.7K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 160 $41.7K 0.03% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 160 $41K 0.03% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 157 $40.9K <0.01% +5 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 157 $40.9K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 150 $39.1K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 146 $38K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 145 $37.8K <0.01% -73 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 145 $37.7K 0.01% +5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 139 $36.3K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 137 $35.7K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 135 $35.4K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 135 $35.2K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 136 $35K <0.01% -2 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 131 $34.1K <0.01% +10 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 134 $34K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 125 $32.6K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 125 $32.6K <0.01% 0 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 122 $31.8K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 118 $31K 0.02% +6 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 117 $30.5K 0.02% -185 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 116 $30.4K 0.01% +16 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 110 $28.6K <0.01% -1 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 109 $28.4K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 109 $28.4K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 103 $26.8K <0.01% +21 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $26.6K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 101 $26.4K 0.01% +3 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $26K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $26K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $26K 0.01% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 100 $26K 0.05% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 97 $25.3K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 99 $25K 0.01% +10 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 93 $24.2K 0.01% -1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 92 $24K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 91 $23.7K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 90 $23.4K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 90 $23.4K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 90 $23.4K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 90 $23.3K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 89 $23K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 87 $22.7K 0.01% -6 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 84 $21.9K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 83 $21.6K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 83 $21.6K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 82 $21.4K <0.01% -42 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 81 $21.1K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 75 $19.4K <0.01% -18 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 74 $19.3K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 73 $19K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 72 $18.6K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 65 $17K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 65 $16.9K <0.01% +60 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 62 $16.2K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 62 $16.1K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 61 $15.8K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 60 $15.6K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 58 $15.1K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 57 $14.9K 0.01% +7 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 57 $14.8K <0.01% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 56 $14.6K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 50 $14.3K 0.02% 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 54 $14.1K 0.01% +28 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 55 $14K <0.01% -2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 53 $13.8K 0.02% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 50 $13K <0.01% +8 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $13K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 50 $13K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 49 $12.8K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 48 $12.5K <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 48 $12.5K <0.01% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 46 $12K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 46 $12K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 44 $11.5K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 43 $11.2K <0.01% -1 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 43 $11.2K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 41 $10.7K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 39 $10.3K 0.01% -15 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 39 $10.2K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 39 $10.2K 0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 38 $9.9K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 37 $9.64K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 36 $9.38K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 35 $9.12K <0.01% -7 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 35 $9.12K <0.01% +2 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 33 $8.6K <0.01% +26 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 33 $8.6K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $8.07K <0.01% +8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 30 $7.83K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $7.29K <0.01% -28 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 27 $7.03K <0.01% -796 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 27 $7.03K 0.01% +1 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26 $6.77K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 25 $6.51K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 24 $6.25K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 24 $6.25K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 27 $6.13K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 24 $6K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 23 $5.99K <0.01% +3 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 23 $5.99K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 23 $5.99K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 22 $5.73K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 21 $5.47K <0.01% +19 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $5.21K <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 20 $5.21K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $5.21K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $5.21K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $5.09K <0.01% +1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $5K <0.01% -3 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19 $4.95K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 18 $4.69K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $4.43K <0.01% +3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 15 $3.93K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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Paul & Associates, LLC 4 $1.04K <0.01% -4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3 $785 <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 3 $782 <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $782 <0.01% -2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $781 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $781 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2 $590 <0.01% 0 13F-HR Timeline