AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 36,396 $550K <0.01% +4,960 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 36,217 $548K 0.04% +1,832 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 35,773 $541K 0.25% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 35,628 $539K 0.03% +7,710 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 34,702 $525K <0.01% +21,983 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 34,510 $522K 0.02% -15,862 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 34,395 $520K 0.11% +15,244 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 34,313 $519K 0.02% +5,390 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 32,485 $490K 0.06% +1,550 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 32,000 $484K 0.53% 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 31,957 $483K 0.06% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,653 $479K 0.03% +5,850 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,724 $465K 0.01% -3,750 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 30,474 $461K 0.08% +2,187 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 30,300 $458K 0.03% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 30,041 $454K <0.01% +7,336 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 30,000 $454K 0.12% 0 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 29,916 $452K <0.01% new 13F-HR Timeline Group Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 29,903 $452K 0.25% +1,718 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 28,816 $446K 0.1% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,328 $443K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,082 $433K 0.01% +3,619 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,414 $430K <0.01% -14,789 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 28,044 $424K <0.01% -9,758 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 28,251 $420K 0.11% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 27,494 $416K 0.29% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 26,856 $406K 0.08% -1,344 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 26,517 $401K 0.23% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 26,441 $400K 0.02% +3,461 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 25,738 $396K 0.13% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 25,916 $392K 0.12% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 25,111 $386K 0.14% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,424 $384K 0.04% -5,977 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 24,649 $373K 0.14% +233 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 24,552 $371K 0.01% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,056 $364K <0.01% new 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 24,056 $364K 0.05% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 23,912 $362K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 23,887 $353K 0.02% 0 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 23,441 $351K 0.16% -161 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 22,811 $345K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,588 $342K 0.01% +5 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 22,497 $340K 0.03% +2,436 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,302 $330K 0.01% -7,499 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 21,700 $328K 0.23% -375 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 21,693 $328K 0.04% -78 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 21,512 $325K 0.17% new 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 21,250 $321K 0.17% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 20,000 $310K 0.17% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,188 $305K <0.01% -127 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 20,000 $302K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 19,966 $302K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,765 $299K 0.01% -8,612 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 20,450 $298K 0.01% 0 13F-HR Timeline Group MAS Advisors LLC More: the full row for MAS Advisors LLC 19,608 $296K 0.5% +2,707 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 19,530 $295K 0.11% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 19,446 $294K 0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,306 $292K <0.01% -3,083 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 19,295 $292K <0.01% +2,395 13F-HR/A Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 19,272 $291K 0.26% +13,000 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,767 $291K 0.01% +1,985 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,988 $287K <0.01% 0 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 18,731 $283K 0.16% -2,337 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,575 $281K 0.01% +152 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,127 $281K 0.01% +634 13F-HR/A Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 18,400 $278K 0.07% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 17,826 $276K 0.01% +425 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 18,242 $276K 0.05% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 17,887 $270K 0.09% +3,514 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 17,827 $270K 0.06% -1,210 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 17,703 $268K 0.01% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 17,610 $266K 0.19% +134 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 17,517 $265K <0.01% -1,324 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 17,510 $265K <0.01% +34 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 17,256 $261K 0.15% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17,214 $260K 0.09% 0 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 16,943 $256K 0.14% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 16,809 $254K 0.02% +206 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 16,628 $251K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 16,589 $251K 0.01% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 16,498 $249K 0.13% +193 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 16,445 $249K 0.03% +67 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,000 $242K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,699 $237K 0.02% -300 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,555 $235K 0.01% -554 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 15,340 $232K 0.14% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,250 $231K 0.01% -250 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15,147 $229K 0.08% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,768 $223K 0.12% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,650 $222K 0.01% +1,663 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,555 $220K <0.01% +1,422 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,300 $216K 0.02% new 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 14,014 $212K 0.07% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,000 $212K 0.03% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,938 $211K 0.05% -4,814 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,907 $210K <0.01% -33 13F-HR/A Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 14,150 $210K 0.03% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 13,886 $210K 0.04% +93 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 13,799 $209K 0.03% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 13,765 $208K 0.01% -47,691 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,548 $205K <0.01% +289 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,480 $204K <0.01% +25 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 13,363 $202K 0.02% +265 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,342 $202K 0.02% +185 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,300 $201K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,132 $199K 0.01% +359 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,038 $197K <0.01% +1,083 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,907 $195K 0.04% +2,387 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,781 $193K <0.01% +129 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 12,408 $189K <0.01% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 12,273 $186K 0.24% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,261 $185K 0.09% +2,033 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,097 $183K <0.01% -3,758 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 12,000 $181K 0.01% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 11,777 $178K <0.01% -590,670 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 11,759 $178K 0.03% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,276 $170K <0.01% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,962 $166K <0.01% -92,921 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,927 $165K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 10,862 $164K 0.01% 0 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 10,837 $164K 0.09% -16,403 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 10,770 $163K 0.05% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,485 $162K <0.01% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,670 $161K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,600 $160K 0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 10,385 $157K 0.08% +206 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 10,378 $157K 0.02% -35,384 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 10,200 $154K 0.01% -40 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10,054 $152K 0.02% +275 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,048 $152K 0.01% -1,858 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,665 $146K 0.02% +2,641 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,146 $138K 0.06% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,268 $125K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,900 $119K <0.01% new 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,570 $84K 0.02% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,100 $77.1K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,028 $76K <0.01% -58,719 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,000 $75.6K 0.05% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 4,816 $72.8K 0.02% +1,784 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,486 $67.8K <0.01% +326 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,408 $66.6K <0.01% +2,908 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,372 $66.1K <0.01% +2,121 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,283 $64.8K 0.05% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,256 $64.4K <0.01% -558 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,100 $62K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 4,000 $60.5K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,999 $60.5K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 6,773 $59.6K 0.1% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,874 $58.6K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,700 $55.9K <0.01% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,248 $49K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,169 $47.9K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $45.4K <0.01% +1,500 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,922 $44.2K <0.01% +1,922 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,800 $42.3K <0.01% -502 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,755 $41.7K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,726 $41.2K 0.01% +32 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,599 $39K <0.01% -8,022 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,567 $38.8K <0.01% +70 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,400 $36.3K <0.01% +200 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,200 $33.3K <0.01% 0 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,143 $33.2K <0.01% +235 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,783 $26K 0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,674 $25.3K <0.01% +300 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,534 $23.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,470 $22.2K <0.01% +13 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,400 $21.2K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,413 $21K <0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,227 $18.6K <0.01% +1,132 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,214 $18.4K <0.01% +742 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,200 $18.1K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,175 $17.8K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,150 $17.4K 0.01% +75 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,113 $16.8K <0.01% +437 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,000 $15.5K 0.02% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 973 $14.7K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 890 $13.5K <0.01% +540 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 793 $12K <0.01% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 791 $12K <0.01% -399 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 787 $11.9K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 723 $10.9K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 702 $10.6K 0.01% +19 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 700 $10.6K <0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 670 $10.4K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 531 $8.03K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 500 $7.56K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 403 $6.09K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 359 $5.43K <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 340 $5.14K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 330 $4.99K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 325 $4.91K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 250 $3.78K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 200 $3.02K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 195 $2.95K <0.01% +5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 143 $2.16K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $1.51K <0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 90 $1.36K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 40 $1K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YANKCOM Partnership More: the full row for YANKCOM Partnership 66 $998 <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 62 $937 <0.01% 0 13F-HR Timeline