Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 400 $21K <0.01% +14 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 375 $19.7K 0.01% -583 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 366 $19.2K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 364 $19.1K <0.01% +52 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 360 $19K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 358 $18.8K <0.01% +158 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 351 $18.4K <0.01% +25 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 332 $17.4K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 330 $17.3K 0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 320 $16.8K 0.01% +50 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 313 $16.4K <0.01% -14 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 312 $16.4K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 300 $15.8K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 300 $15.8K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 286 $15K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 285 $15K 0.01% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 282 $14.8K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 276 $14.5K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 274 $14.4K <0.01% +56 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 278 $13.5K <0.01% 0 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 256 $13.5K <0.01% -31,609 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 243 $12.8K <0.01% +10 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 240 $12.6K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 238 $12.5K 0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 223 $11.7K 0.01% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 216 $11.4K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 202 $11K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 206 $10.8K <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 201 $10.6K <0.01% +9 13F-HR Timeline CNB Bank More: the full row for CNB Bank 200 $10.5K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 200 $10.5K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 191 $10K <0.01% +72 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 193 $10K <0.01% +60 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 189 $9.93K <0.01% -774 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 188 $9.9K <0.01% +36 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 186 $9.78K <0.01% +92 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 186 $9.78K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 180 $9.46K <0.01% -13 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 173 $9.09K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 170 $8.94K 0.02% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 178 $8.78K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 162 $8.52K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 161 $8.46K <0.01% +80 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 152 $7.99K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 150 $7.88K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 150 $7.88K 0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 144 $7.57K <0.01% -34 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 141 $7.41K <0.01% -3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 137 $7.2K <0.01% +19 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 132 $6.94K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 122 $6.41K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 122 $6.41K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 120 $6.31K <0.01% +20 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 120 $6.31K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 118 $6.2K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 113 $5.94K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 112 $5.89K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 110 $5.78K 0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 104 $5.47K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $5.26K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $5.26K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 100 $5.26K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 97 $5.1K <0.01% +7 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 94 $4.94K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 92 $4.84K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 88 $4.63K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 84 $4.42K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 83 $4.36K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 82 $4.31K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 81 $4.26K <0.01% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 80 $4.21K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 83 $4K <0.01% -24 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 80 $4K <0.01% +30 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 65 $3.42K <0.01% +9 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 62 $3.26K <0.01% -20 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 60 $3.15K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 60 $3.15K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 58 $3.05K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 58 $3.05K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 75 $3K <0.01% +44 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 50 $3K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 57 $3K <0.01% +43 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 56 $2.94K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 56 $2.94K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 56 $2.94K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 56 $2.92K <0.01% -6,001 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 54 $2.84K <0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 52 $2.73K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 49 $2.57K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 48 $2.52K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 48 $2.52K 0.11% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 48 $2.52K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 48 $2.52K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 46 $2.42K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 44 $2.31K <0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 41 $2.15K <0.01% -34 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $2.15K <0.01% +4 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 41 $2.15K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 40 $2.1K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 39 $2.05K <0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 38 $2K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 37 $1.95K <0.01% +19 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 36 $1.89K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 36 $1.89K <0.01% -15,000 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 36 $1.89K <0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 35 $1.84K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 32 $1.68K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 30 $1.58K <0.01% +10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30 $1.58K <0.01% -20 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 28 $1.47K <0.01% +8 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 24 $1.26K <0.01% 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 25 $1.23K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 22 $1.16K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.05K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $1.05K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19 $999 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 18 $946 <0.01% -18 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16 $841 <0.01% -21 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 15 $788 <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 14 $736 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13 $684 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 12 $631 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $631 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 11 $579 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9 $473 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $421 <0.01% 0 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 8 $420 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $420 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $315 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $262 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $210 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4 $210 <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4 $210 <0.01% 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3 $158 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 3 $158 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $105 <0.01% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $53 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. 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. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.