LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,142 $108K 0.01% +232 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,080 $102K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,071 $101K 0.03% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,048 $98.7K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 986 $92.8K <0.01% -800,551 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 983 $92.6K 0.03% +182 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 961 $90.5K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 907 $86.8K <0.01% +184 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 908 $85.5K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 891 $83.9K <0.01% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 835 $78.6K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 832 $78.4K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 763 $71.9K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 728 $68.6K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 717 $67.5K <0.01% new 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 90 $57.9K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 605 $56.9K 0.02% +8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 530 $50K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 482 $45.4K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 462 $43.5K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 440 $41.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 410 $41.3K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 422 $39.7K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 415 $39.1K 0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 372 $35K 0.02% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 368 $35K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 356 $33.5K 0.02% -242 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 354 $33.3K 0.02% -1,449 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 323 $30.4K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 316 $29.8K <0.01% +286 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 315 $29.7K <0.01% new 13F-HR Timeline Group Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 306 $28.8K 0.03% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $28.3K 0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 296 $27.9K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 277 $26.1K 0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 272 $25.6K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 270 $25.5K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 268 $25.2K <0.01% +3 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 257 $24.2K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 246 $23.2K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 244 $23K <0.01% +2 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 242 $22.8K <0.01% -4,875 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 241 $22.7K <0.01% -75 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 235 $22.7K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 235 $22.1K <0.01% +30 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 233 $21.9K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 228 $21.5K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 220 $20.7K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 220 $20.7K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 185 $17.4K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 174 $16.4K 0.01% -19 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 173 $16.3K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 140 $13.2K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 139 $13.1K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 134 $13K 0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 136 $12.8K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 132 $12.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 128 $12.1K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 125 $11.8K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 118 $11.1K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 111 $10.5K 0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 100 $9.42K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 100 $9.42K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $9.42K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 99 $9.32K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 97 $9.14K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 96 $9.04K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 93 $8.76K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 91 $8.59K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 90 $8K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 80 $7.54K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 76 $7.16K <0.01% 0 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 71 $6.68K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 65 $6.43K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 65 $6.12K <0.01% +24 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 63 $6.05K <0.01% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 62 $5.84K <0.01% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 58 $5.46K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 56 $5.28K <0.01% -23 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 55 $5.19K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 51 $5K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 53 $4.99K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 50 $4.71K <0.01% -26 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 40 $3.78K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 38 $3.58K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 38 $3.58K <0.01% -7 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 35 $3.3K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 35 $3.3K <0.01% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 32 $3.01K <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 31 $2.92K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $2.85K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 25 $2.35K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 24 $2.26K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 21 $1.98K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 20 $1.88K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17 $1.6K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15 $1.41K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12 $1.13K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9 $848 <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 9 $848 <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 8 $810 <0.01% -1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4 $377 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $377 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1 $61 <0.01% -99 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.