Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 220 $9.63K <0.01% -16 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 211 $9.46K <0.01% new 13F-HR Timeline ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 210 $8.96K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 205 $8.75K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 203 $8.66K <0.01% +32 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 200 $8.53K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $8.53K <0.01% -951 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $8.53K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 194 $8.28K <0.01% -395 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 193 $8.23K <0.01% +54 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 175 $7.47K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 175 $7.47K <0.01% +136 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 173 $7.38K <0.01% -45 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 168 $7.17K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 159 $6.78K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 159 $6.78K <0.01% -10 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 157 $6.7K <0.01% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 151 $6.44K <0.01% +6 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 149 $6.36K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 149 $6.36K <0.01% -98 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 144 $6.14K 0.02% -6,669 13F-HR/A Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 140 $5.97K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 138 $5.89K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 134 $5.72K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 131 $5.59K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 130 $5.55K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 121 $5.15K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 115 $4.91K <0.01% -181 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 114 $4.86K <0.01% +41 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 110 $4.69K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 109 $4.67K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 107 $4.57K <0.01% -42 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 105 $4.48K <0.01% -682 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 103 $4.39K <0.01% -3 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 101 $4.31K <0.01% +65 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 101 $4.31K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $4.27K <0.01% -100 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 100 $4.27K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $4.27K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 96 $4.09K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 95 $4.05K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 94 $4.01K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 105 $4K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 103 $4K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 100 $4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 93 $3.97K <0.01% -43 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 92 $3.83K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 90 $3.82K <0.01% +4 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 89 $3.8K <0.01% -2,488 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 88 $3.75K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 86 $3.67K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 84 $3.58K <0.01% -44 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 82 $3.5K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 80 $3.41K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 80 $3.41K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 76 $3.24K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 74 $3.16K <0.01% -985 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 74 $3.16K <0.01% +8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 72 $3.09K <0.01% +46 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 72 $3.08K <0.01% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 72 $3.07K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 72 $3.07K <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 70 $2.99K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 65 $2.77K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 64 $2.73K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 57 $2.43K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55 $2.35K <0.01% -72 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 50 $2.13K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 49 $2.09K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 49 $2.09K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 48 $2.05K <0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 47 $2K <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 42 $1.79K <0.01% -21 13F-HR/A Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 42 $1.79K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 41 $1.75K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 40 $1.71K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 38 $1.62K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 37 $1.58K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 33 $1.41K <0.01% +2 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 33 $1.41K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 32 $1.37K <0.01% -95 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 31 $1.32K <0.01% -24 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 31 $1.32K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $1.28K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 30 $1.28K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 30 $1.28K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 28 $1.19K <0.01% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 26 $1.11K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 26 $1.1K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 28 $1K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 23 $982 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20 $853 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 19 $811 <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 19 $811 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 19 $811 <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 18 $768 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 16 $683 <0.01% -72 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 15 $640 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14 $598 <0.01% +8 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 14 $597 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11 $470 <0.01% -355 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 9 $384 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8 $341 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8 $341 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5 $213 <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4 $170 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2 $106 <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2 $65 <0.01% -124 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.