Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 5,254 $226K 0.19% -1,166 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,200 $224K 0.12% -4,744 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 5,096 $224K 0.08% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,187 $224K 0.07% -2,854 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,133 $221K 0.01% -18,076 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,093 $220K 0.01% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 5,062 $218K 0.07% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,020 $216K 0.06% -2,481 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,007 $216K 0.01% -5,016 13F-HR Timeline Group HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 5,000 $216K 0.12% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,957 $214K 0.15% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 4,950 $213K 0.15% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 4,941 $213K 0.14% -3,418 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,940 $213K 0.03% -1,984 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 4,925 $212K 0.16% -1,466 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,901 $211K 0.03% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,903 $211K 0.16% -2,272 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,389 $189K 0.02% -1,412 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 4,297 $185K 0.09% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,167 $180K 0.06% -39,932 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,953 $127K <0.01% +2,854 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,893 $125K 0.03% -1,700 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,651 $114K 0.03% -1,136 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,462 $106K 0.02% -1 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,348 $101K 0.94% -1,322 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,297 $99K <0.01% +530 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,238 $96.5K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,221 $95.7K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,178 $93.9K <0.01% +2,123 13F-HR Timeline Group Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2,142 $92.3K 0.12% -1,024 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,783 $76.9K <0.01% -835 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,516 $65.4K <0.01% +1,230 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,286 $55.4K 0.03% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,109 $47.8K 0.04% -387 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 963 $41.5K <0.01% +5 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 921 $39.7K 0.15% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 895 $38.6K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 876 $37.8K 0.02% -48 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 865 $37.3K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 819 $35.3K 0.03% +604 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 784 $33.8K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 767 $33.1K 0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 708 $30.5K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 646 $27.9K 0.01% -411 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 545 $23.5K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 503 $21.7K 0.01% -323 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 497 $21.4K 0.01% -97 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 487 $21K <0.01% -183 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 474 $20.4K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 415 $17.9K 0.02% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 401 $17.3K <0.01% +376 13F-HR Timeline NBH Bank More: the full row for NBH Bank 379 $16.3K 0.01% 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 370 $16K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 327 $14.1K <0.01% -1,823 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 322 $13.9K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 303 $13K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 303 $13K 0.01% -82 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 290 $12.5K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 266 $11.5K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 260 $11.2K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 228 $9.83K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 210 $9.05K <0.01% +122 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 199 $8.59K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 169 $7.29K <0.01% +55 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 150 $6.48K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 149 $6.42K <0.01% +25 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 143 $6.17K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 141 $6.08K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 137 $5.91K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 117 $5.04K <0.01% +58 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 115 $4.97K <0.01% -47 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 89 $4K <0.01% -103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 89 $3.84K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 80 $3.45K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 77 $3.32K <0.01% +49 13F-HR Timeline CX Institutional More: the full row for CX Institutional 70 $3K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 67 $2.89K <0.01% new 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 62 $2.67K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 53 $2.29K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43 $1.85K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archer Investment Corp More: the full row for Archer Investment Corp 38 $1.64K <0.01% new 13F-HR/A Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 37 $1.59K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 33 $1.42K <0.01% -20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $948 <0.01% -832 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18 $776 <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18 $776 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 18 $776 <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. 17 $733 <0.01% 0 13F-HR Timeline Group