Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,182 $60.1K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,157 $59K <0.01% 0 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,000 $58.9K 0.03% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,133 $57.6K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,107 $56.2K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,098 $55.8K <0.01% +386 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,079 $54.8K 0.01% +902 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,054 $54.5K <0.01% -40 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,019 $51.8K 0.01% +599 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,013 $51.5K 0.02% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,005 $51.1K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 925 $47K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 891 $45.3K 0.01% -68 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 891 $45.3K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 865 $44K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 800 $40.6K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 800 $40.6K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 800 $40.6K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 787 $40K 0.03% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 776 $39.4K 0.02% +6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 768 $39K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 767 $39K 0.01% +5 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 767 $39K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 759 $38.6K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 758 $38.5K <0.01% +40 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 744 $38.2K <0.01% -23 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 740 $37.6K 0.01% -200 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 717 $36.4K <0.01% +80 13F-HR Timeline MOTCO More: the full row for MOTCO 696 $35.4K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 688 $35K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 614 $34.2K 0.02% -199 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 671 $34.1K <0.01% -1,000 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 671 $34.1K <0.01% +501 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 651 $33.1K <0.01% -174 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 607 $30.8K 0.02% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 604 $30.7K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 572 $29.1K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 570 $29K <0.01% new 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 556 $28.3K 0.02% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 545 $27.7K 0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 545 $27.7K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 538 $27.3K <0.01% -26 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 650 $27K 0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 537 $27K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 520 $26.4K 0.01% +4 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 518 $26.3K 0.01% +3 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $25.4K 0.07% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 500 $25.4K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 486 $24.7K <0.01% -295 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 470 $23.9K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 455 $23.1K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 450 $22.9K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 448 $22.8K 0.01% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 428 $21.8K 0.01% -73 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 420 $21.3K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 357 $18.1K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 334 $17K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 329 $16.7K 0.01% -86 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 309 $15.7K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 300 $15.2K 0.01% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 300 $15.2K 0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 295 $15K <0.01% +92 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 294 $14.9K <0.01% +265 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 294 $14.9K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 281 $14.3K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 275 $14K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 273 $13.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 234 $13.4K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 262 $13.3K 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 250 $12.7K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 235 $11.9K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 228 $11.6K <0.01% -52 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 228 $11.6K <0.01% new 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 226 $11.5K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 225 $11.4K <0.01% -2,770 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 220 $11.2K <0.01% -100 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 219 $11.1K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 208 $10.6K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 206 $10.5K 0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 206 $10.5K <0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 203 $10.3K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 202 $10.3K <0.01% +2 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $10.2K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 199 $10.1K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 195 $9.91K <0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 185 $9.4K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 182 $9.23K <0.01% -66 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 181 $9.2K <0.01% +158 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 176 $8.94K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 156 $7.93K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 144 $7K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 120 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 110 $6K <0.01% -808 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 105 $5.33K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 101 $5.13K <0.01% +5 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $5.08K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 100 $5.08K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 95 $4.83K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 94 $4.78K <0.01% new 13F-HR/A Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 92 $4.67K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 88 $4.47K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 86 $4.37K <0.01% +36 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 80 $4.07K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 76 $3.87K <0.01% +20 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 76 $3.87K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 76 $3.86K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 70 $3.56K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 63 $3.26K <0.01% +59 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 63 $3.2K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 63 $3.2K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 62 $3.15K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $3.05K <0.01% +30 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 55 $2.79K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $2.54K <0.01% new 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 44 $2.24K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 43 $2.19K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 43 $2.19K <0.01% new 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 35 $1.78K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $1.52K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 26 $1.32K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20 $984 <0.01% new 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 10 $508 <0.01% 0 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $41 <0.01% 0 13F-HR/A Timeline