MYECFO, LLC More: the full row for MYECFO, LLC 2,487 $313K 0.14% +10 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,482 $312K <0.01% -235 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,448 $308K 0.05% +8 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,435 $306K 0.09% +2 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,427 $305K 0.04% +1 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,394 $301K 0.04% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,340 $295K 0.06% +220 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,327 $293K 0.04% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,309 $291K 0.08% -3,467 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,308 $290K 0.03% -1,230 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,280 $287K 0.11% -70 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,241 $282K 0.11% -108 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,231 $281K <0.01% -399 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,230 $281K 0.05% +9 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,217 $279K 0.01% -1,322 13F-HR/A Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,217 $279K 0.04% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,340 $279K 0.03% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,202 $277K 0.02% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,202 $277K 0.06% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,197 $277K 0.15% +165 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,198 $277K 0.03% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,195 $276K 0.19% -75 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,195 $276K 0.01% +7 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,170 $273K 0.03% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,167 $273K 0.01% 0 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/ 2,165 $272K <0.01% +40 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,164 $272K <0.01% -653 13F-HR Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,159 $272K 0.28% -19 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,147 $270K 0.02% new 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,114 $266K 0.22% +16 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,102 $265K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,085 $262K 0.07% +107 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,078 $262K 0.04% +8 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,079 $262K 0.07% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,074 $261K 0.03% +4 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,065 $260K <0.01% +5 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,049 $258K 0.07% -1,000 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,048 $258K <0.01% -19 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,016 $254K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,000 $252K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $252K 0.05% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,975 $249K 0.01% -623 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,957 $246K 0.04% -112 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 1,948 $245K 0.07% -50 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,932 $243K 0.01% -999 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,916 $241K 0.01% +384 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,903 $240K 0.01% +34 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,898 $239K <0.01% +103 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,894 $238K 0.01% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,864 $235K 0.08% -355 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,863 $234K 0.09% -1,898 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,844 $232K 0.05% -81 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,844 $232K 0.05% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,807 $227K 0.01% -40 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,834 $227K 0.01% +4 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,800 $227K 0.03% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,787 $225K 0.1% -11 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,769 $223K 0.06% -35 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,764 $222K 0.03% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,745 $220K 0.05% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,743 $219K 0.01% -45 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,741 $219K <0.01% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,718 $216K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,708 $215K 0.01% -1,262 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,688 $212K 0.03% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,681 $212K 0.01% +26 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,671 $210K 0.01% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,549 $210K 0.13% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,650 $208K 0.18% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,650 $208K 0.14% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,646 $207K 0.01% -104 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,629 $205K 0.03% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,626 $205K 0.05% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,618 $204K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,618 $204K 0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,604 $202K 0.05% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,600 $201K 0.04% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,600 $201K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,603 $201K 0.01% -253 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,573 $198K 0.02% -22 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,550 $195K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,548 $195K 0.04% -44 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,545 $194K 0.02% +1 13F-HR Timeline City State Bank More: the full row for City State Bank 1,517 $191K 0.06% +185 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,506 $190K <0.01% -351,971 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,484 $187K 0.01% +2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,482 $187K 0.01% -67 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,352 $170K 0.05% +50 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,264 $165K 0.03% +2,229 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,300 $163K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,297 $163K <0.01% 0 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,257 $158K <0.01% -335 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,150 $145K 0.03% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,139 $143K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,138 $143K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,016 $128K 0.01% -152 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,000 $126K 0.05% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 992 $122K 0.07% +3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 955 $120K 0.02% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 950 $120K 0.01% -772 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 967 $115K 0.01% -22 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 909 $114K 0.04% +3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 848 $107K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 842 $106K 0.02% +549 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 836 $105K 0.03% +1 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,334 $94.4K 0.07% +584 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 743 $93.5K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 700 $90.2K 0.13% 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 711 $89.5K 0.01% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 698 $87.8K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 696 $87.7K <0.01% -136 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 653 $82.2K <0.01% 0 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 662 $81.9K 0.01% -404 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 631 $79.4K <0.01% -5 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 609 $76.6K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 600 $75.5K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 555 $69.9K <0.01% +500 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 550 $69.2K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 511 $64.3K 0.01% +367 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $62.9K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 487 $61.3K 0.02% -85 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 466 $58.7K <0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 458 $57.7K 0.01% +125 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 452 $56.9K <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. 448 $56.3K <0.01% -76 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 438 $55.1K 0.04% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 423 $53K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 402 $50.5K 0.02% +234 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 400 $50.3K <0.01% +200 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 370 $46.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 362 $46K <0.01% -10 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 359 $45.2K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 356 $44.8K 0.01% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 353 $44.5K 0.01% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 346 $43.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 342 $43K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 332 $41.8K 0.04% +2 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 306 $38.5K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 304 $37.7K <0.01% +6 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 289 $36.5K 0.04% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 280 $35.2K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 266 $33.5K 0.02% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 262 $33K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 268 $33K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 246 $31K 0.01% +4 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 216 $27.2K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 216 $27.2K 0.03% -43 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 210 $26.4K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 205 $25.8K 0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 200 $25.2K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 197 $24.8K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 196 $24.7K 0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 194 $24.4K <0.01% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 192 $24.2K 0.02% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 187 $23.5K 0.01% +2 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 185 $23.3K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 185 $23.3K 0.02% -316 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 183 $23K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 177 $22.3K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 170 $21.4K <0.01% +100 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 164 $20.6K <0.01% -192 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 156 $19.6K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 153 $19.3K <0.01% +1 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 151 $19K 0.02% -1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 143 $18K <0.01% -356 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 142 $17.9K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 140 $17.6K 0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 133 $16.7K 0.01% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 128 $16.1K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 125 $15.7K <0.01% 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 124 $15.6K <0.01% +1 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 123 $15.5K 0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 123 $15.5K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 108 $13.6K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 107 $13.5K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 104 $13.1K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $13K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 102 $13K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 100 $12.6K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $12.6K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $12.6K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 96 $12K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 91 $11.5K <0.01% +44 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 90 $11.3K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 86 $10.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 80 $10.1K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 80 $10.1K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 78 $9.82K <0.01% -14 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 77 $9.69K 0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 77 $9.69K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 75 $9.44K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 74 $9.33K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 74 $9.31K <0.01% -94 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 70 $9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 70 $8.86K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 68 $8.56K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $8.18K <0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 66 $8K <0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 55 $6.92K <0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 52 $6.59K <0.01% 0 13F-HR Timeline