NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,998 $305K 0.03% +320 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,985 $305K 0.02% -27 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,942 $303K 0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,901 $302K <0.01% +340 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,879 $301K 0.04% +213 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,877 $301K 0.07% -7,567 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,876 $301K 0.02% -1,073 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,784 $298K 0.03% -20,172 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 8,783 $298K 0.23% -312 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 8,693 $295K 0.13% new 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 8,508 $288K 0.12% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,340 $283K 0.04% +40 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 8,257 $280K 0.07% -869 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,194 $278K 0.01% -4,003 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,156 $276K 0.01% +94 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,094 $274K 0.05% -202 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,074 $274K 0.01% -22,213 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,046 $273K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,025 $272K 0.01% +262 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 7,966 $270K 0.62% -2,359 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 7,943 $269K 0.02% -118 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,936 $269K 0.08% +362 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 7,915 $268K 0.22% +1,937 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,892 $267K 0.09% +11 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,830 $265K 0.04% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,652 $259K 0.09% new 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 7,646 $259K 0.08% +86 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,635 $259K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 7,507 $254K 0.07% -48,584 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,340 $249K 0.07% +62 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7,340 $249K 0.07% -3,172 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,335 $249K 0.01% -506 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,247 $246K 0.03% -320 13F-HR/A Timeline Group KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 7,119 $241K 0.41% 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,069 $240K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,969 $236K 0.08% -1,076 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,800 $230K 0.01% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,689 $227K 0.01% +176 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,660 $226K 0.03% -220 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,621 $224K 0.02% +3 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,518 $221K 0.14% +336 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,507 $221K 0.01% -142 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,389 $217K 0.01% -339 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,370 $216K 0.01% +973 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,362 $216K <0.01% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,288 $213K 0.05% +20 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,234 $211K 0.01% -6,706 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,165 $209K 0.01% +349 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,120 $207K 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,092 $206K 0.01% +67 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,027 $204K 0.01% +1 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 6,005 $204K 0.11% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,997 $203K 0.02% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,979 $203K 0.01% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,975 $202K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,916 $200K 0.01% -1,455 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 5,902 $200K 0.11% -1,119 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,304 $180K <0.01% +883 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,263 $178K 0.04% -253 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,245 $178K 0.11% -4,189 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 5,100 $173K 0.01% +150 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,309 $146K 0.01% -4,631 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,587 $121K 0.02% -531 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,459 $117K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,367 $114K +392 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,168 $107K 0.01% +2,642 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,129 $106K 0.01% +15 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,911 $98K 0.05% -456 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,878 $97.5K 0.21% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,736 $92.7K <0.01% 0 13F-HR/A Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 2,244 $76K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,057 $69.7K 0.02% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,948 $66K 0.09% new 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 1,925 $65.3K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,890 $64.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,629 $55.2K <0.01% -1,081 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,573 $53.3K 0.03% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,416 $48K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,391 $47.1K <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 $45.6K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,322 $44.8K <0.01% -596 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,310 $44.5K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,304 $44.2K <0.01% +1,220 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,250 $42.4K <0.01% -578 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,195 $40.5K 0.02% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,192 $40.4K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,155 $39.1K 0.03% +19 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,150 $39K 0.03% -56 13F-HR Timeline City State Bank More: the full row for City State Bank 1,131 $38.3K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,121 $38K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,075 $36K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,004 $34K <0.01% -533 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 942 $31.9K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 938 $31.8K <0.01% +743 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 925 $31.3K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 852 $28.9K <0.01% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 849 $28.8K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 815 $27.6K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 739 $25K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 728 $24.6K <0.01% -139 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 713 $24.2K 0.01% +8 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 690 $23.4K 0.01% +7 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 652 $22.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 555 $18.8K <0.01% -508 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 508 $17.2K 0.03% -14,498 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 465 $15.8K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 403 $13.7K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $13.6K <0.01% 0 13F-HR Timeline Group Family Capital Trust Co More: the full row for Family Capital Trust Co 373 $12.6K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 356 $12.1K 0.01% +4 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 346 $11.7K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 345 $11.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 331 $11.2K <0.01% -4,595 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 328 $11.1K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 317 $10.7K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 259 $8.78K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 254 $8.61K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 235 $7.96K <0.01% new 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 233 $7.9K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 219 $7.42K <0.01% -5,239 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 202 $6.85K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 192 $6.51K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 182 $6.17K <0.01% +139 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 168 $5.69K 0.01% +9 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 150 $5.08K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 155 $5K <0.01% -437 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 143 $4.85K <0.01% +4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 138 $4.68K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 121 $4.1K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 113 $3.84K <0.01% +1 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 100 $3.28K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 93 $3.15K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 88 $2.98K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 87 $2.95K <0.01% 0 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 86 $2.92K <0.01% -2,949 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 83 $2.81K <0.01% -12 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 78 $2.64K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 70 $2.37K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 64 $2.17K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 62 $2.1K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 56 $1.9K <0.01% 0 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 52 $1.76K <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 $1.7K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49 $1.66K <0.01% +26 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 37 $1.27K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 33 $953 <0.01% -2,101 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $734 <0.01% -25,549 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 9 $275 <0.01% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6 $203 <0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 6 $203 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3 $102 <0.01% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1 $30 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10 $0 0% -62 13F-HR Timeline Value filed as zero, left out of ratios.