Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 148 $13.6K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 147 $13.5K <0.01% -15 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 146 $13.4K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 143 $13.1K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 140 $12.8K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 138 $12.6K 0.01% +24 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 135 $12.3K <0.01% -129 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 133 $12.2K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 131 $12K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 127 $11.6K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 125 $11.5K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 121 $11.1K 0.01% +46 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 120 $11K <0.01% -108 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 120 $11K <0.01% +20 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 115 $10.9K 0.01% +85 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 119 $10.9K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 115 $10.5K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 112 $10.3K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 112 $10.2K <0.01% -232 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 110 $10.1K 0.01% +11 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 110 $10.1K 0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 120 $10K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 108 $9.92K <0.01% +19 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 107 $9.8K <0.01% -17 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 101 $9.26K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $9.16K 0.01% 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 100 $9.16K 0.18% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $9.16K 0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 100 $9K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 100 $9K <0.01% 13F-HR/A Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 92 $8.4K <0.01% +1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 90 $8K <0.01% 0 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 86 $7.91K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 83 $7.62K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 82 $7.51K 0.01% +2 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 80 $7.34K <0.01% -27 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 80 $7.33K <0.01% -15 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 80 $7.33K <0.01% -53 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 79 $7.22K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 78 $7.15K 0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 77 $7.06K <0.01% -24 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 76 $6.96K <0.01% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 74 $6.8K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 74 $6.78K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 70 $6.42K 0.01% +20 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 69 $6.32K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 68 $6.23K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 67 $6.14K <0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 70 $6K <0.01% -50 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 61 $5.63K <0.01% +44 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 59 $5.41K <0.01% -5 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 58 $5.32K <0.01% +57 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 56 $5.13K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 55 $5.04K <0.01% +8 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 54 $4.96K <0.01% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 52 $4.74K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 51 $4.7K <0.01% -14 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 50 $4.58K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $4.58K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $4.58K <0.01% -21 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $4.58K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 47 $4.31K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 46 $4.23K <0.01% -57 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 42 $3.85K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 42 $3.84K <0.01% +17 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 40 $3.68K <0.01% -156 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 39 $3.57K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 36 $3.3K <0.01% +25 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 34 $3.13K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 33 $3.02K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $2.75K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 30 $2.75K <0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 26 $2.38K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 25 $2.26K <0.01% -15 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 24 $2.21K <0.01% +23 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 24 $2.19K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 23 $2.11K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 22 $2.02K <0.01% -1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 22 $2.02K 0.1% -5 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,600 $1.47K 0.06% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.38K <0.01% -2 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 14 $1.36K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 14 $1.29K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 14 $1.28K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 14 $1.28K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $1.19K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 12 $1.1K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12 $1K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 10 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 9 $825 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $550 <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $459 <0.01% -602 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5 $458 <0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3 $275 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2 $184 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2 $183 <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 2 $183 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $183 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $92 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $58 <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.