Key Financial Inc More: the full row for Key Financial Inc 5,742 $175K 0.03% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,886 $149K 0.01% +238 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,739 $144K 0.11% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,717 $144K 0.12% +46 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,497 $137K 0.03% -177 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,311 $131K 0.04% +186 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,279 $130K 0.02% +269 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,082 $124K 0.03% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,985 $122K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,902 $119K 0.01% -400 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,777 $116K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,762 $115K 0.02% -2,418 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 3,581 $109K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,572 $109K <0.01% -234 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,539 $108K 0.04% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,237 $98.7K 0.06% -176 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,000 $92K 0.01% -3,200 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,000 $91.5K 0.02% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,950 $89.9K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,916 $88.9K 0.02% +37 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2,900 $88.4K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,870 $87.5K <0.01% +1,820 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,866 $87.4K 0.06% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,803 $85.5K 0.01% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,800 $85.4K 0.06% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,600 $79.2K 0.03% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,583 $78.8K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,523 $76.9K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,482 $75.7K 0.01% -30,092 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,471 $75.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,463 $75K 0.01% +33 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,458 $74.9K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,451 $74.7K 0.01% +1,130 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,250 $68.6K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,105 $64K 0.01% +4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,083 $63.5K <0.01% +1,969 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,058 $62.7K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,028 $61.8K 0.02% -348 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,028 $61.8K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,016 $61.5K <0.01% +3 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,012 $61.3K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 2,000 $61K 0.05% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,946 $59.3K 0.02% +14 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,930 $58.8K 0.01% +26 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,840 $56.1K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,777 $54.2K 0.01% -839 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,757 $53.3K 0.04% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,697 $52K <0.01% +1,027 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) 1,637 $49.9K <0.01% +1,432 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 1,544 $47.1K 0.05% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,527 $46.6K 0.02% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,519 $46.3K <0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,510 $46K 0.02% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,500 $45.7K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,497 $45.2K <0.01% -1,797 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,440 $43.9K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 43,900 $43.9K 0.01% +849 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,427 $43.5K 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,408 $42.9K 0.03% +1,360 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,385 $42K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,358 $41.4K 0.01% +4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,352 $41.2K <0.01% -1,250 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,326 $40.4K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,276 $38.9K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,150 $35.1K 0.02% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,143 $34.9K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,140 $34.8K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,125 $34.3K <0.01% -750 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,100 $33.5K 0.01% -305 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,046 $31.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,019 $31.1K <0.01% -2,158 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 980 $29.9K 0.01% +40 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 969 $29.5K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 960 $29.3K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 919 $28.1K 0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 920 $28.1K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 894 $27.2K <0.01% -87 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 891 $27.2K 0.01% -3,575 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 875 $26.7K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 814 $24.8K 0.01% +405 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 810 $24.7K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 778 $23.7K <0.01% +11 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 769 $23.4K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 752 $22.9K <0.01% -856 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 745 $22.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 700 $21.3K 0.01% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 696 $21.2K 0.02% +10 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 670 $20.4K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 627 $19.1K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 628 $19K <0.01% -1,646 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 610 $18.6K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 606 $18.5K <0.01% +5 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 600 $18.3K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 600 $18.3K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 594 $18K <0.01% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 545 $16.6K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 520 $15.9K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 514 $15.7K <0.01% +14 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 514 $15.7K 0.01% +250 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 500 $15.2K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $15.2K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 500 $15.2K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 438 $13.4K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 435 $13.3K <0.01% -167 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 425 $13K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 408 $12.4K 0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 400 $12.2K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 385 $11.7K <0.01% +5 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 379 $11.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 350 $10.7K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 320 $9.76K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 271 $8.27K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 270 $8.23K <0.01% -1,300 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 267 $8.15K 0.03% 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 265 $8.08K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 255 $7.78K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 255 $7.78K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 253 $7.71K <0.01% -575 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 250 $7.62K <0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 225 $7K <0.01% -848 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 228 $6.95K <0.01% -1,119 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 190 $5.79K <0.01% -1,347 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 166 $5.06K <0.01% +22 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 164 $5.02K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 163 $4.97K <0.01% -9 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 162 $4.95K <0.01% +2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 156 $4.77K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 150 $4.57K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 147 $4.48K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 129 $3.93K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $3.81K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 125 $3.81K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 117 $3.57K <0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 111 $3.37K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 101 $3.08K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $3.05K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 80 $2.44K <0.01% 0 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 75 $2.29K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $1.95K <0.01% -216 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 62 $1.89K <0.01% +1 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 59 $1.8K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 49 $1.49K 0.04% -2 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 41 $1.25K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 39 $1.19K <0.01% +1 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 39 $1.19K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 39 $1.19K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 38 $1.16K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 36 $1.1K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 33 $993 <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $915 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $640 <0.01% 0 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 20 $615 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $458 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 12 $366 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $365 <0.01% +6 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $311 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $61 <0.01% -318 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2 $52 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $30 <0.01% -1 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.