McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,170 $266K 0.01% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,169 $266K 0.01% 0 13F-HR Timeline Group Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 1,168 $266K <0.01% -3,233 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,148 $266K 0.06% -29 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,221 $265K 0.04% -5 13F-HR/A Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,159 $264K 0.17% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,156 $263K 0.01% +31 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,153 $263K 0.04% +8 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,146 $262K <0.01% -225 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,148 $261K 0.04% +4 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,140 $260K 0.02% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,140 $260K 0.12% 0 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,140 $260K 0.07% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,139 $259K 0.08% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,128 $257K 0.01% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,111 $253K 0.14% +21 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,110 $253K <0.01% -839 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,106 $252K 0.08% +63 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,101 $251K <0.01% +78 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,100 $251K 0.08% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,097 $250K 0.03% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,090 $248K 0.05% -158 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,077 $245K <0.01% -22 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,064 $242K 0.02% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,058 $241K 0.18% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,110 $241K 0.05% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,050 $239K 0.02% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,050 $239K 0.03% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,039 $237K 0.03% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,157 $236K 0.04% -318 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,026 $234K 0.03% +106 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,018 $233K 0.01% -10 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,009 $230K 0.06% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,000 $228K 0.02% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,000 $228K 0.66% -200 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 995 $227K <0.01% -33 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $225K 0.04% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 981 $223K 0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 976 $222K 0.02% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 971 $221K 0.1% +8 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 967 $221K 0.04% +47 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 969 $221K <0.01% +2 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,028 $219K 0.01% +34 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 958 $218K 0.02% +18 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 957 $218K <0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 978 $217K 0.01% -18 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 950 $216K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 985 $216K 0.01% +29 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 948 $216K <0.01% -82 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 946 $215K 0.02% +10 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 942 $215K 0.03% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 937 $213K 0.04% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 930 $212K 0.04% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 927 $211K 0.03% -164 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 926 $211K 0.07% -23 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 925 $211K 0.01% -52 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 915 $208K 0.02% -250 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 899 $205K 0.02% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 890 $203K 0.08% -77 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 889 $202K 0.06% new 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 886 $202K 0.12% -125 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 891 $201K 0.02% -125 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 882 $201K <0.01% -37 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 882 $201K 0.03% +484 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 879 $200K 0.13% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 860 $196K <0.01% -49 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 827 $188K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 812 $186K 0.01% +712 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 806 $183K 0.01% +29 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 773 $176K <0.01% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 24,584 $169K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 733 $168K 0.09% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 735 $167K <0.01% +150 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 729 $166K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 724 $165K 0.06% +301 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 695 $158K 0.1% +29 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 690 $157K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 681 $155K 0.01% +112 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 659 $150K 0.1% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 660 $150K 0.01% +500 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 650 $148K 0.06% +399 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 639 $146K 0.09% -6,380 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 631 $144K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 625 $142K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 612 $139K 0.06% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 611 $139K 0.07% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 612 $138K 0.09% -203 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 603 $137K <0.01% +146 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 600 $137K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 562 $128K 0.04% +18 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 553 $126K 0.01% -141 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 549 $125K 0.02% +18 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 531 $121K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 531 $121K 0.01% 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 530 $121K 0.02% -265 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 530 $121K 0.01% -106 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 509 $116K 0.04% +322 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 509 $116K 0.07% +3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 483 $110K <0.01% -212 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 480 $109K 0.02% +130 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 472 $107K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 463 $105K 0.04% -1 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 440 $100K 0.02% -620 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 430 $97.9K <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 426 $97K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 407 $93.1K 0.02% +3 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 397 $90.4K 0.01% +206 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 390 $88.8K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 380 $86.5K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 371 $84.5K <0.01% -19 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 366 $82.8K 0.01% +151 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 361 $82.2K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 359 $81.8K 0.06% -16 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 358 $81.5K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 341 $77.7K <0.01% -10 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 339 $77.3K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 335 $76.3K 0.01% +5 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 321 $73.1K 0.02% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 326 $69.4K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 303 $69.1K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 300 $68.6K 0.03% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 300 $68.3K 0.04% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 291 $66.6K 0.01% +159 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 290 $66.1K <0.01% -27 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 283 $64.5K <0.01% +4 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 279 $63.5K 0.04% +171 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 270 $61.5K 0.01% -42 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 257 $58.5K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 235 $53.5K 0.01% +4 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 236 $53.2K <0.01% -145 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 229 $52K 0.01% +92 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 225 $51.2K <0.01% -45 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $50.6K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 221 $49.5K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 208 $47.4K 0.01% +100 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 201 $45.8K 0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 200 $45.5K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $45.5K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 200 $45.5K 0.01% +5 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 196 $44.6K 0.02% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 189 $43K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 189 $43K 0.03% +103 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 179 $40.8K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 175 $39.9K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 170 $38.9K <0.01% +16 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 170 $38.2K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 161 $36.7K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 158 $36K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 154 $35K <0.01% +7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 153 $34.8K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 146 $33.2K 0.01% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 145 $33K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 144 $32.8K 0.01% +5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 144 $32.8K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 143 $32.6K 0.01% +2 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 142 $32.3K 0.03% +42 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 138 $31.4K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 136 $31K 0.01% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 136 $31K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 132 $30.1K <0.01% -2,625 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 126 $28.7K <0.01% -27 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 125 $28.5K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 124 $28.2K <0.01% -3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 127 $28.1K <0.01% -24 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 122 $27.8K 0.01% +10 13F-HR Timeline CNB Bank More: the full row for CNB Bank 121 $27.6K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 114 $26K <0.01% +4 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 114 $26K 0.07% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 113 $25.8K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 113 $25K <0.01% -24 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 105 $23.9K <0.01% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 103 $23.5K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 102 $23.2K <0.01% +1 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 102 $23.2K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 101 $23.2K 0.01% -1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 102 $23K <0.01% +37 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 101 $22.9K <0.01% +41 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 100 $22.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $22.8K 0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $22.8K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 93 $21.2K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 87 $19.7K 0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 86 $19.6K <0.01% -3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 83 $18.9K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 83 $18.9K <0.01% -6,289 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 81 $18.4K 0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 94 $17.4K 0.16% -1,333 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 75 $17.1K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 68 $15.5K <0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 68 $15.5K 0.01% +22 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 67 $15.3K <0.01% -26 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 64 $14.6K 0.01% +17 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 64 $14.6K <0.01% +3 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 63 $14.4K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 62 $14.1K 0.01% +44 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 65 $14K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 60 $13.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 60 $13.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 57 $13K <0.01% +3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 55 $12.5K 0.01% 0 13F-HR Timeline