Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 13,588 $155K 0.04% +1,307 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,500 $154K <0.01% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 13,482 $154K 0.06% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 13,465 $153K 0.02% +179 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 13,207 $150K 0.02% -6,645 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 13,154 $150K 0.04% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,135 $150K 0.01% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 13,049 $149K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,964 $148K <0.01% +1,124 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,676 $144K 0.03% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 12,416 $142K 0.03% 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 12,201 $142K 0.29% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 12,462 $142K 0.05% +46 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12,400 $141K 0.03% +3,200 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,164 $139K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,038 $138K <0.01% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,993 $137K <0.01% +214 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,869 $135K 0.01% -12,326 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,828 $135K 0.01% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 11,643 $133K 0.04% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 11,499 $131K 0.12% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,408 $130K 0.03% -604 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,318 $129K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,281 $128K 0.01% -2,005 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 10,971 $125K 0.04% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 10,654 $121K 0.07% -4,739 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,534 $120K <0.01% -3,351 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,500 $120K <0.01% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 10,293 $117K 0.06% +205 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,227 $116K 0.01% -6,012 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,000 $114K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 10,000 $114K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,283 $106K 0.01% +68 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,780 $100K <0.01% -2,201 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,436 $84.7K <0.01% -758 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,338 $83.6K 0.01% +5,100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,237 $82.4K 0.01% +6,000 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,893 $78.5K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,765 $77K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,000 $68.3K 0.06% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,500 $62.6K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,878 $55.6K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,811 $54.8K 0.01% +95 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,746 $54.1K <0.01% +43 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4,702 $53.6K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,627 $52.7K <0.01% -2,003 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,400 $50K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,674 $41.8K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,500 $39.9K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,293 $38K <0.01% -210 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,195 $36.4K <0.01% -17,901 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,189 $36.3K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3,000 $34.2K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,246 $25.7K <0.01% +44 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,155 $24.5K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,120 $24.3K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,100 $23.9K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,084 $23.8K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,910 $21.5K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,630 $18.6K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,540 $18K <0.01% +31 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,550 $17.7K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,515 $17.3K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,514 $17.2K 0.01% +30 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,500 $17.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,200 $13.7K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,131 $12.9K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,015 $11.6K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 948 $10.8K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 936 $10.7K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 756 $8.61K <0.01% 0 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 751 $8.55K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 645 $7.35K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 636 $7.24K <0.01% -5,021 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 583 $6.64K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 500 $6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 519 $5.91K <0.01% -1,447 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 500 $5.7K <0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 481 $5.48K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 446 $5.08K <0.01% +9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 240 $2.73K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 108 $1.23K <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 97 $1.1K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 50 $563 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $6 <0.01% 0 13F-HR Timeline