Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,960 $302K 0.05% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,958 $302K 0.05% -3,503 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,843 $295K 0.02% +68 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,839 $295K 0.01% -309 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,832 $294K 0.01% -2,801 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,829 $294K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,810 $293K 0.01% +11 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,808 $293K 0.01% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,742 $289K 0.07% +63 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,734 $288K 0.03% +16 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,704 $287K 0.02% +225 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,600 $280K <0.01% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,502 $274K 0.2% -1,546 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,420 $269K 0.14% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,400 $268K 0.02% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,367 $266K <0.01% +1,746 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,359 $266K 0.07% +111 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,336 $264K 0.02% +10 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,329 $264K 0.01% +2,252 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,317 $263K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,275 $261K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,197 $256K 0.03% +59 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,157 $253K 0.17% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,906 $245K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,000 $244K <0.01% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,930 $239K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,920 $239K <0.01% 0 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 3,877 $236K +3,175 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,777 $235K 0.01% +25 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,818 $233K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,781 $230K 0.03% new 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,781 $230K 0.01% -2,032 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,715 $226K 0.19% -1,691 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,711 $226K 0.03% -455 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,700 $225K 0.04% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,654 $223K 0.02% -223 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,650 $222K 0.14% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,608 $220K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,496 $213K <0.01% +2,086 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,477 $212K <0.01% +3,365 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 3,448 $210K <0.01% -932 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,395 $207K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,351 $204K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,293 $201K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,255 $198K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,050 $186K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,047 $186K 0.09% -397 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,030 $185K <0.01% -2,201 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,030 $185K 0.1% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,738 $167K <0.01% +893 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,698 $164K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,645 $161K 0.01% +347 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,605 $159K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,380 $145K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,372 $145K 0.02% +2,108 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,294 $141K 0.06% +17 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,151 $131K 0.04% +1,246 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,000 $122K <0.01% +206 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,876 $114K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,775 $108K 0.03% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,649 $100K 0.01% +230 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1,644 $100K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,638 $99.8K 0.04% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,407 $85.7K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,397 $85.1K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,361 $82.9K <0.01% -118 13F-HR/A Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,204 $73.4K 0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,167 $71.1K 0.02% +17 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,142 $69.5K 0.01% -50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,043 $64K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,000 $60.9K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 981 $59.8K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 935 $57K <0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 935 $57K 0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 933 $56.9K 0.05% -82 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 871 $53.1K <0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 859 $52.3K <0.01% -3,106 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 797 $48.6K 0.12% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 749 $45.6K 0.01% +560 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 697 $42K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 581 $35.4K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 536 $32.7K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 530 $32.3K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 520 $31.7K 0.01% +7 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 499 $30.4K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 485 $29.6K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 465 $28.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 450 $27.4K 0.01% +150 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $26.2K 0.02% 13F-HR Timeline Amount filed as zero, left out of ratios. Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 413 $25.2K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 381 $23K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 365 $22.2K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 341 $20.8K <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 315 $19.2K <0.01% -46 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 301 $18.3K <0.01% +4 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 293 $17.9K <0.01% -905 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 286 $17.4K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 250 $15.2K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 190 $11.6K <0.01% -585 13F-HR/A Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 180 $11K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 172 $10.5K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 166 $10.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 156 $9.51K <0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 150 $9.14K <0.01% -135 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 157 $9K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 145 $8.84K <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 145 $8.84K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 144 $8.78K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 129 $7.86K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 126 $7.7K <0.01% -4,845 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 117 $7.13K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 95 $5.83K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 94 $5.73K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 90 $5.49K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 90 $5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 78 $4.75K <0.01% -39 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 77 $4.69K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 75 $4.54K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 66 $4.02K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 70 $4K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 61 $4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 65 $3.41K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 53 $3.23K <0.01% new 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 44 $2.68K 0.01% new 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) 43 $2.62K <0.01% +17 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 40 $2.44K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 33 $2K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 32 $1.95K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 27 $1.62K <0.01% +1 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 25 $1.52K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 22 $1.34K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 13 $792 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.