Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 306 $97.4K <0.01% +73 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 305 $95.9K 0.09% 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 300 $94.4K 0.02% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 296 $93.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 286 $90K 0.03% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 276 $86.8K 0.09% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 275 $86.6K <0.01% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 274 $86.3K 0.02% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 272 $85.6K 0.05% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 267 $84.1K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 257 $80.9K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 251 $78.9K 0.03% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 250 $78.7K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 243 $76.5K 0.04% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 241 $75.9K 0.03% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 228 $71.6K 0.02% +1 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 223 $70.2K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 222 $69.9K 0.03% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 214 $67.5K 0.04% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 210 $66K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 209 $66K <0.01% -92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 208 $65.5K 0.04% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 204 $64.2K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 199 $62.6K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 189 $59.5K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 187 $58.9K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 183 $57.6K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 182 $57.3K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 182 $57.3K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 174 $54.8K <0.01% +74 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 172 $54.1K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 172 $54.1K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 170 $53.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 166 $52.7K <0.01% +36 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 166 $52.3K 0.03% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 166 $52.1K 0.01% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 160 $50.4K 0.03% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 151 $47.6K 0.02% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 145 $45.7K 0.01% -135 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 145 $45.6K 0.02% -289 13F-HR Timeline Security National Bank More: the full row for Security National Bank 144 $45.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 143 $45K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 142 $44.8K <0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 142 $44.7K 0.02% -64 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 141 $44.4K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 141 $44.4K 0.02% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 139 $43.8K 0.05% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 138 $43.4K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 133 $41.9K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 130 $40.9K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 118 $37.3K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 110 $34.6K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 103 $32.4K 0.09% 0 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 102 $32.1K 0.02% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 100 $31.5K 0.04% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 98 $30.9K <0.01% -5 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 95 $29.9K 0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 94 $29.6K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 93 $29.3K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 87 $27.4K <0.01% +60 13F-HR Timeline Group VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 86 $27.1K 0.01% -70 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 84 $26.4K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 81 $25.6K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 80 $25.2K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 79 $24.9K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 79 $24.8K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 76 $23.8K <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 75 $23.6K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 71 $22.2K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 64 $20.1K 0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 62 $19.5K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 59 $18.6K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 59 $18.6K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 59 $18.6K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 56 $17.6K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 54 $17K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 53 $16.7K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 51 $16.2K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 51 $16.1K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 49 $15.4K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 44 $13.9K 0.01% +14 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 43 $13.5K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 41 $12.9K <0.01% -4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 36 $11.3K <0.01% -24 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 34 $10.6K <0.01% +1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 32 $9.99K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 31 $9.76K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 28 $8.92K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 25 $7.87K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25 $7.87K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 25 $7.87K <0.01% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 24 $7.55K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 23 $7.26K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $7K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 21 $7K <0.01% -10 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 22 $6.93K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 21 $6.61K <0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 20 $6.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 20 $6.25K <0.01% -5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 18 $5.67K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 18 $5.67K 0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 17 $5.35K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 17 $5.35K <0.01% -11 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 16 $5.04K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16 $5.04K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 16 $5.01K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 15 $4.72K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 15 $4.72K <0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 14 $4.41K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12 $3.79K <0.01% -13 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12 $3.78K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11 $3.46K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10 $3.15K <0.01% +5 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 9 $2.83K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8 $2.52K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2 $630 <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1 $315 <0.01% new 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1 $315 <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $40 <0.01% -23 13F-HR Timeline Amount filed as zero, left out of ratios.