Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,877 $291K 0.09% new 13F-HR/A Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,870 $291K 0.09% -1,633 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,630 $283K 0.02% +1,159 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,630 $283K 0.11% +4,205 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,609 $282K 0.14% 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,539 $280K <0.01% 0 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,518 $279K 0.02% -2,128 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 8,404 $275K 0.12% +349 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,347 $273K 0.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,166 $268K <0.01% new 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,133 $266K 0.09% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,129 $266K 0.03% +569 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 8,064 $264K 0.03% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,036 $263K 0.01% +313 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,800 $256K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,762 $254K 0.02% -1,339 13F-HR/A Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,756 $254K 0.12% +1,139 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,728 $253K 0.01% +62 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 7,680 $252K 0.01% 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,642 $250K 0.03% -1 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 7,627 $250K 0.05% 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 7,621 $250K 0.45% +54 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,266 $238K 0.02% +693 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 7,218 $236K 0.08% +199 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,209 $236K 0.02% -2,092 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,200 $236K 0.01% +1,224 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,104 $232K 0.16% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,993 $229K 0.02% +15 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,803 $223K 0.06% +5,599 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,800 $223K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,797 $223K 0.02% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,742 $222K 0.05% -77 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,712 $220K <0.01% -670 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,641 $218K 0.03% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,622 $217K 0.02% -72 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,587 $216K 0.08% -256 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,580 $216K 0.07% -30 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 6,593 $212K 0.42% +22 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,320 $207K 0.02% -450 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,310 $207K 0.06% -157 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,291 $206K 0.07% new 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 6,284 $206K 0.11% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,229 $204K 0.01% -2,849 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,170 $202K 0.54% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,021 $197K 0.01% +53 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,932 $194K 0.01% +3,700 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,910 $194K 0.04% +2,467 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,848 $192K <0.01% -10,681 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,535 $181K 0.03% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,251 $172K 0.03% -4 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,058 $166K 0.02% -1,282 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,022 $165K 0.04% -130 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,832 $158K 0.06% +3,532 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,397 $144K <0.01% +3,394 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,172 $137K 0.07% +3,455 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,170 $137K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,050 $133K 0.01% 0 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,367 $110K 0.06% +2,911 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,351 $110K <0.01% +2,558 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,091 $101K <0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,013 $98.7K <0.01% +1,000 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,878 $94.3K 0.21% -1,779 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,778 $91K 0.03% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,736 $89.6K <0.01% +1 13F-HR/A Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,725 $89.3K 0.03% +982 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 2,632 $86K 0.06% -13,239 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,424 $79.4K 0.03% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,199 $72.5K 0.02% -21 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,057 $67.4K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,900 $62.3K 0.02% +1,885 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,890 $61.9K <0.01% -54 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,887 $61.8K <0.01% -8 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,866 $61.1K <0.01% +1,865 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,795 $58.8K <0.01% -10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,759 $57.6K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,528 $50.1K <0.01% -374 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,517 $49.7K 0.01% +474 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,412 $46.3K <0.01% +7 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,393 $45.6K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,391 $45.6K <0.01% +1,299 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,373 $45K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,346 $44.1K <0.01% +218 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,310 $43.2K <0.01% -749 13F-HR Timeline City State Bank More: the full row for City State Bank 1,131 $37.1K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,121 $36.7K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,082 $35.4K 0.01% 0 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,074 $35K 0.01% -1,589 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,063 $34.9K <0.01% -1,039 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,015 $33.4K 0.02% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 971 $31.8K 0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 925 $30.3K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 889 $29K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 852 $27.9K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 739 $24.2K 0.02% 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 692 $22.7K 0.01% +10 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 689 $22.6K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 680 $22.3K <0.01% 0 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 670 $22K 0.01% +10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 663 $21.7K <0.01% +621 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 628 $20.6K <0.01% -583 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 607 $20.5K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 622 $20.4K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 555 $18.2K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 525 $17.2K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 479 $15.7K <0.01% +476 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 456 $14.9K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 435 $14.3K 0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 430 $14.1K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 429 $14K <0.01% +394 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $13.1K <0.01% 0 13F-HR Timeline Group Family Capital Trust Co More: the full row for Family Capital Trust Co 373 $12.2K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 345 $11.3K 0.01% +5 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 345 $11.3K 0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 331 $10.8K 0.01% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 317 $10.4K 0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 313 $10.3K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 259 $8.48K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 254 $8.32K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 245 $8.03K <0.01% 0 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 202 $6.62K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 201 $6.58K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 192 $6.29K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 175 $5.74K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 173 $5.67K <0.01% new 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 150 $4.91K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 145 $4.75K <0.01% +2 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 139 $4.55K <0.01% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 138 $4.52K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 100 $3.28K <0.01% 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) 98 $3.21K <0.01% 0 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 95 $3.11K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 89 $2.92K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 81 $2.65K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 70 $2.29K <0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 70 $2.29K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 64 $2.09K <0.01% -587 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 62 $2.03K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 50 $1.64K <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 50 $1.64K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 43 $1.41K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 39 $1.28K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 39 $1.28K <0.01% 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/ 37 $1.21K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 24 $1K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $1K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $917 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19 $622 <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18 $595 <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 6 $197 <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $128 0.01% -3,643 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3 $98 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $33 <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1 $33 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1 $33 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $33 <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 9 $500K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.