CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,911 $346K 0.05% +298 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,870 $342K 0.22% +1,002 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,858 $341K 0.01% -878 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,683 $326K 0.03% +412 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,600 $319K 0.09% +1,900 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,576 $316K 0.04% +393 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,520 $312K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,488 $309K 0.03% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 3,462 $306K 0.03% +508 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,441 $305K 0.01% new 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 3,429 $303K 0.16% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,413 $302K 0.17% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,385 $300K 0.06% new 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 3,326 $294K 0.01% -511 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,305 $292K 0.23% +814 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,217 $285K 0.02% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,164 $280K 0.14% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,075 $272K <0.01% new 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,005 $266K 0.01% -97 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,004 $266K 0.02% +195 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,996 $265K 0.01% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,970 $263K 0.17% +150 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,909 $257K <0.01% new 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,851 $252K <0.01% +512 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,848 $252K <0.01% +140 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,826 $250K <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,803 $248K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,791 $247K 0.01% +321 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,775 $246K <0.01% 0 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,737 $242K 0.11% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,715 $240K 0.05% 0 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,655 $235K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,617 $232K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,615 $231K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,610 $231K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,592 $229K <0.01% +1,100 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,562 $227K 0.01% +123 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,546 $225K 0.03% -145 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,546 $225K 0.01% -57 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/ 2,535 $224K <0.01% +278 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,513 $222K 0.01% -47,102 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,500 $221K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,030 $221K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,494 $220K <0.01% +194 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,485 $220K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,438 $216K <0.01% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,436 $216K 0.12% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,392 $212K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,393 $211K 0.03% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,356 $209K <0.01% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,350 $208K 0.02% -500 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,335 $207K <0.01% -302 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,323 $206K 0.06% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,303 $204K 0.01% -766 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,268 $201K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,164 $192K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,024 $179K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,733 $153K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 149,445 $149K 0.03% +92,730 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,685 $149K 0.02% +5 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,640 $145K 0.1% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,633 $145K 0.11% +307 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,500 $133K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,351 $120K <0.01% -198 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,310 $116K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,234 $109K <0.01% -42 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,208 $106K 0.01% +98 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 989 $87.5K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 980 $87K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 990 $85.7K <0.01% +933 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 895 $79.2K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 900 $79K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 863 $76.4K <0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 830 $73.5K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 823 $72.8K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 793 $69.5K <0.01% +377 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 756 $66.9K 0.04% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 749 $66.3K <0.01% +633 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 709 $62.7K 0.01% +708 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 695 $61.5K <0.01% 0 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) 690 $61.1K <0.01% -1,232 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 682 $60.4K <0.01% +523 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 600 $53.1K 0.02% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 665 $53K 0.03% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 530 $46.9K 0.11% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 600 $43K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 475 $42K 0.01% +10 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 470 $41.6K 0.01% +31 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 440 $38.9K 0.01% +322 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 436 $38.6K 0.02% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 415 $36.7K 0.1% -6,212 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 414 $36.6K <0.01% -79 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 395 $35K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 388 $34.3K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 372 $33K <0.01% -9 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 363 $32.1K 0.01% +283 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 363 $32K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 348 $31K <0.01% +169 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 350 $31K <0.01% -110 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 323 $28.6K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 317 $28.1K 0.01% +245 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 309 $27.3K <0.01% -14 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 300 $26.6K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $26.6K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 286 $25.3K 0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 280 $24.8K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 276 $24.5K <0.01% +25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 275 $24.3K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 267 $23.6K <0.01% -205 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 250 $22.1K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 233 $20.6K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 235 $20.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 205 $18.1K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 200 $17.7K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 195 $17K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 149 $13.2K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 145 $12.8K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 115 $10.2K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 113 $10K 0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 102 $9K <0.01% -101 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $8.89K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $8.85K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $8.85K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $8.85K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 100 $8.85K <0.01% -200 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $8.85K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 86 $7.61K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 85 $7.53K 0.03% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 87 $7.05K <0.01% +35 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 82 $7K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 78 $6.92K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 78 $6.9K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 73 $6.46K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 66 $5.84K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 61 $5.4K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $5.31K <0.01% +20 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 58 $5.13K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 60 $5.12K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 56 $4.96K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 52 $4.6K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 43 $3.81K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 42 $3.72K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 34 $3.08K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 30 $2.65K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 30 $2.39K 0.02% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 20 $1.8K <0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20 $1.77K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 16 $1.42K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15 $1.33K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 14 $1K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10 $885 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 10 $791 <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 7 $620 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 6 $541 <0.01% new 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 5 $442 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3 $266 <0.01% -7 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3 $266 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $177 <0.01% -9 13F-HR Timeline