Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,393 $206K 0.05% +58 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,353 $204K 0.21% -1,664 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,340 $204K <0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,337 $204K 0.05% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 4,301 $202K 0.09% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,300 $202K 0.05% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,290 $201K 0.07% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 4,278 $201K 0.14% -123,326 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 4,263 $200K 0.03% +85 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,138 $194K 0.01% +77 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,766 $177K 0.16% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,732 $170K 0.01% +787 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,207 $151K 0.03% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,186 $150K <0.01% +373 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,120 $146K 0.04% -866 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,109 $145K <0.01% +56 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,627 $123K <0.01% +486 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,380 $112K <0.01% +1,980 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,275 $107K 0.01% +60 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,092 $98.2K 0.01% +1,714 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,056 $96.5K 0.03% +30 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,000 $93.9K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $93.9K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,000 $93.3K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,944 $91.2K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,819 $85.4K 0.06% +2 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,750 $82.1K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,720 $80.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,716 $80.5K <0.01% +797 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,712 $80.4K <0.01% -77 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,657 $77.8K <0.01% +22 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,620 $76K 0.01% +600 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,570 $73.7K <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 1,547 $72.6K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,404 $65.9K 0.01% -12,013 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,441 $65.4K <0.01% -215 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,300 $61K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,275 $59.8K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,260 $59.1K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,241 $58.2K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,178 $55.3K -2,114 Timeline 10Elms LLP More: the full row for 10Elms LLP 1,150 $54K 0.05% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,115 $52.3K <0.01% -586 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 1,513 $47.9K 0.03% +60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $46.9K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,000 $46.9K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 976 $46K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 970 $45.5K <0.01% -3,762 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 945 $44.3K 0.04% +545 13F-HR Timeline City State Bank More: the full row for City State Bank 837 $39.3K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 835 $39.2K 0.01% -153 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 834 $39.1K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 808 $37.9K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 802 $37.6K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 800 $37.5K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. 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More: the full row for Corsicana & Co. 141 $6.62K <0.01% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 140 $6.57K <0.01% +3 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 139 $6.52K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 130 $6.1K <0.01% -50 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 125 $5.87K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $5.83K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 117 $5.5K <0.01% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 109 $5.12K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 108 $5.07K <0.01% +48 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 80 $3.75K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 53 $2.49K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 52 $2.44K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 32 $1.3K 0.01% -1,308 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 20 $939 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $846 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $845 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 13 $611 <0.01% -13 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 12 $563 <0.01% -426 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5 $235 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3 $118 <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $94 <0.01% 0 13F-HR Timeline