VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 545 $42K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 530 $41.5K 0.01% +1 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 515 $40.3K 0.03% +4 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 513 $40.2K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 510 $40K 0.01% 0 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 510 $40K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 500 $39.2K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 499 $39.1K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 500 $39K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 492 $38.6K 0.01% +64 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 488 $38.2K 0.01% -6,951 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 483 $37.9K <0.01% +3 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 480 $37.6K <0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 458 $35.9K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 457 $35.8K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 450 $35K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 445 $35K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 444 $34.8K <0.01% +15 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 439 $34.4K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 439 $34.4K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 422 $33.1K 0.02% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 420 $32.9K 0.01% -89 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 419 $32.8K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 415 $32.5K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 394 $30.9K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 392 $30.8K <0.01% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 392 $30.7K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 385 $30.2K <0.01% +39 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 359 $28.1K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 368 $28K 0.01% -192 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 354 $27.7K 0.01% -50,149 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 351 $27.5K 0.01% -44 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 348 $27.3K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 340 $26.6K 0.01% -30,503 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 330 $25.9K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 324 $25.4K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 317 $24.8K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 310 $24.2K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 305 $23.9K 0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 301 $23.6K <0.01% +292 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 300 $23.5K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 300 $23.5K <0.01% -50 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 300 $23.5K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 295 $23.2K <0.01% -10,540 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 286 $22.4K <0.01% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 283 $22.2K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 275 $21.6K 0.02% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 274 $21.5K 0.02% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 269 $21.1K 0.03% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 264 $20.7K <0.01% -16 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 259 $20.3K <0.01% +21 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 257 $20.1K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 250 $19.6K 0.04% -3,124 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 239 $18.8K 0.01% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 234 $18.3K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 232 $18.2K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 232 $18.2K 0.01% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 232 $18.2K <0.01% -245 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 229 $17.9K <0.01% +47 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 225 $17.6K <0.01% -21,090 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 223 $17.5K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 223 $17.5K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 222 $17.4K <0.01% +71 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 217 $17K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 216 $16.9K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 200 $15.7K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 200 $15.7K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 199 $15.6K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 198 $15.5K 0.01% -24 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 198 $15.5K <0.01% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 195 $15.3K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 192 $15K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 192 $15K <0.01% -14 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 191 $15K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 183 $14.3K 0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 180 $14.1K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 179 $14K <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 175 $13.7K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 175 $13.7K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 175 $13.7K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 168 $13.2K 0.01% -13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 153 $12K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145 $11.4K <0.01% +16 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 142 $11.1K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 140 $11K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 135 $10.6K <0.01% +1 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 135 $10.6K <0.01% -125 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 130 $10.2K <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. 128 $10K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 133 $10K <0.01% +4 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 127 $9.95K <0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 124 $9.72K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 121 $9.48K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 118 $9.24K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 117 $9.17K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 116 $9.09K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 116 $9.09K <0.01% -37 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 117 $9K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 110 $8.62K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 109 $8.54K <0.01% +1 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 104 $8.15K <0.01% -130 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 102 $7.99K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 101 $7.95K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 100 $7.84K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 100 $7.84K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 100 $7.84K <0.01% -247 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 100 $7.84K <0.01% -73 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $7.84K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 93 $7.29K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 91 $7.14K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $7K <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 86 $6.74K <0.01% +59 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 85 $6.66K <0.01% 0 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 85 $6.66K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 84 $6.58K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 84 $6.58K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 84 $6.58K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 80 $6.27K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 71 $6K <0.01% -35 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 73 $5.72K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 59 $4.65K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 57 $4.47K <0.01% new 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 53 $4.12K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 52 $4.05K <0.01% +1 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 51 $4K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 50 $3.92K <0.01% -26 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 41 $3.21K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 40 $3.13K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 39 $3.06K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 37 $3K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 37 $2.9K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 35 $2.73K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 33 $2.59K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 31 $2.43K <0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 29 $2.27K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 26 $2.04K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 29 $2K <0.01% -206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 25 $1.96K <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 22 $1.72K <0.01% -1,759 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.45K <0.01% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 14 $1.1K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13 $1.02K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 10 $1K <0.01% -10 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 10 $798 <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 10 $784 <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7 $549 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4 $322 <0.01% -6 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4 $313 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $235 <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1 $78 <0.01% -273 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $78 <0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.