HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 305 $37K 0.02% +65 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 304 $37K <0.01% -164 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 300 $36.1K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 300 $36.1K 0.01% 0 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $36K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 295 $35.6K 0.01% +58 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 296 $35.6K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 289 $34.8K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 281 $33.8K <0.01% +119 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 264 $31.8K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 262 $31.6K 0.02% +48 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 250 $30.1K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 247 $29.7K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 247 $29.6K <0.01% -50 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 239 $28.8K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 238 $28.6K 0.01% -399 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 226 $27.2K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 225 $27.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 223 $26.8K <0.01% -5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 223 $26.8K 0.01% -68 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 220 $26.5K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 217 $26.1K 0.02% -59 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 216 $26K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 206 $24.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 205 $24.7K <0.01% -23 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 205 $24.6K <0.01% -6 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 200 $24.1K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 $24.1K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 200 $24.1K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 202 $24K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 194 $23.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 200 $23.1K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 $22.4K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 170 $20.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 170 $20.5K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 165 $19.8K 0.01% +26 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 163 $19.6K 0.01% -1,213 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 162 $19.5K <0.01% -7 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 156 $19K <0.01% -25 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 152 $18.3K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 150 $18.1K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 150 $18.1K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 150 $18K <0.01% +75 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 149 $17.9K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 148 $17.8K 0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 146 $17.6K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 142 $17.1K 0.02% +109 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 141 $17K <0.01% +69 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 136 $16.4K 0.01% -4 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 126 $15.2K <0.01% +34 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 118 $14.2K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 117 $14.1K <0.01% -6 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 115 $13.8K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 114 $13.7K <0.01% -26 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 113 $13.6K <0.01% +106 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 112 $13.5K <0.01% 0 13F-HR/A Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 110 $13.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 109 $13.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 109 $13K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 107 $12.9K 0.01% -6 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 107 $12.9K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 106 $12.8K 0.01% +3 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $12.3K <0.01% +1 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 101 $12.2K 0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 100 $12K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $12K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $12K <0.01% -20 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $12K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 100 $12K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 100 $12K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 94 $11.4K <0.01% -23 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 92 $11.1K <0.01% +4 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 92 $11.1K 0.06% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 90 $10.8K <0.01% +9 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 88 $10.6K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 82 $9.87K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 81 $9.75K 0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 79 $9.51K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 78 $9.39K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 75 $9.03K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 73 $8.77K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 74 $8.68K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 71 $8.54K <0.01% +53 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 70 $8.42K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 70 $8.42K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 69 $8.3K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 66 $7.94K <0.01% -5 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 65 $7.85K <0.01% -45 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 65 $7.82K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 63 $7.62K <0.01% +26 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 62 $7.46K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 61 $7.34K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 60 $7.22K 0.01% -25 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 55 $6.62K <0.01% +53 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 52 $6.3K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 51 $6.16K <0.01% 0 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 50 $6.02K <0.01% new 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 50 $6.02K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $6.02K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 50 $6.02K <0.01% new 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 55 $6K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 48 $5.78K <0.01% +32 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 48 $5.72K <0.01% +7 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 47 $5.6K <0.01% +1 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 45 $5.42K <0.01% -12 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 45 $5.42K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 40 $4.83K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 38 $4.57K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 36 $4.33K <0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 35 $4K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 32 $3.85K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 30 $3.58K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $3.25K <0.01% -7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25 $3.01K <0.01% -73 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23 $2.77K <0.01% -12 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 23 $2.77K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $2.53K <0.01% +16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $2.41K <0.01% +8 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 19 $2.29K <0.01% 0 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 19 $2.29K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 18 $2.17K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 18 $2.17K <0.01% +17 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $2.13K <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $2.05K <0.01% +7 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $2K <0.01% -596 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 16 $1.93K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $1.93K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $1.92K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.81K <0.01% +4 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $1.8K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,558 $1.69K <0.01% +2,544 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14 $1.69K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 13 $1.6K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 13 $1.56K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $1.56K <0.01% +10 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12 $1.44K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $1.44K <0.01% +1 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10 $1.2K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $1.2K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.2K <0.01% +5 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10 $1.2K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 10 $1.2K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5 $1K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 7 $842 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7 $733 <0.01% +2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6 $722 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $722 <0.01% -118 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5 $602 <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5 $602 <0.01% new 13F-HR/A Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $601 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $482 <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $481 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $462 <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $362 <0.01% -2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $362 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $361 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 3 $356 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $16 <0.01% -69 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -105 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.