HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 413 $76K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 401 $74.1K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 393 $72.3K <0.01% +1 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 382 $70.3K 0.03% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 374 $68.8K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 370 $68.1K 0.02% -380 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 362 $66.6K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 354 $65.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 346 $63.6K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 345 $63.5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 333 $62.9K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 330 $60.7K 0.04% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 323 $59.4K +5 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 321 $59K <0.01% -321 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 317 $58.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 317 $58.3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 298 $55K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 292 $53.7K 0.02% +233 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 290 $53.3K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 288 $53K <0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 273 $50.2K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 255 $46.9K 0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 243 $44.7K 0.02% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 232 $44.1K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 231 $42.5K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 229 $42.1K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 222 $40.8K 0.01% -31 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 211 $38.8K <0.01% -79 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 202 $37.3K <0.01% -102 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 200 $36.8K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $36.8K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 194 $36.6K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 193 $35.5K 0.13% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 192 $35.3K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 188 $34.6K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 182 $34.2K 0.04% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 185 $34K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 185 $34K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 184 $33.8K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 180 $33.1K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 175 $32.2K <0.01% +135 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 166 $31K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 155 $28.5K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 154 $28.3K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 154 $28.3K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 151 $28K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 146 $26.8K 0.01% -46 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 145 $26.7K <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 145 $26.6K <0.01% +27 13F-HR Timeline Group Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 135 $24.8K 0.02% -100 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 127 $23.4K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 125 $23K <0.01% 0 13F-HR/A Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 120 $22.1K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 116 $21.3K <0.01% +16 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 108 $19.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 106 $19.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $18.4K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 98 $18K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 88 $16.2K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 75 $14.2K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 75 $13.8K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 69 $12.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 68 $12.5K <0.01% +10 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 66 $12.2K <0.01% -59 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 65 $12K <0.01% -93 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 64 $11.7K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 62 $11.4K <0.01% -23 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 61 $11.2K <0.01% -75 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 60 $11K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 60 $11K <0.01% -15 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 56 $10.3K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 50 $9.27K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $7.36K <0.01% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 39 $7.17K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 29 $5.36K <0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $5.33K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 23 $4.23K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 22 $4.05K <0.01% +10 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 22 $4.05K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 20 $3.68K <0.01% -20 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 20 $3.68K <0.01% -10 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 19 $3.5K <0.01% -18 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 18 $3.31K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 18 $3.31K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $3.15K <0.01% -142 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16 $2.94K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15 $2.76K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 14 $2.58K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 13 $2.39K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 11 $2.02K <0.01% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 10 $1.89K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 10 $1.84K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 10 $1.84K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9 $1.66K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 9 $1.66K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9 $1.66K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 8 $1.47K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5 $989 <0.01% -31 13F-HR/A Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3 $552 <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $184 <0.01% 13F-HR Timeline Group