Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,850 $312K 0.14% -500 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,845 $311K 0.04% +175 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,675 $302K 0.41% 0 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,732 $299K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,698 $295K 0.01% -2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,683 $293K 0.01% +941 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,669 $292K <0.01% +290 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,645 $289K 0.02% -1,255 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,645 $289K 0.19% 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,640 $289K 0.04% +43 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,604 $285K 0.08% 0 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 2,596 $284K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,503 $274K 0.01% -1,919 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,490 $272K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,695 $270K 0.01% +633 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,450 $268K <0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. 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DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,151 $235K <0.01% -103 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,116 $231K 0.04% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,101 $230K <0.01% -3,226 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,088 $228K 0.23% 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,081 $227K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. 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More: the full row for Zullo Investment Group, Inc. 1,975 $216K 0.08% -183 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,955 $214K <0.01% -2,773 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,943 $212K 0.02% -1,448 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,910 $209K 0.07% -2,230 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,905 $208K 0.01% -1,132 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,817 $207K 0.01% -167 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,885 $206K 0.05% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,884 $206K <0.01% +20 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,878 $205K <0.01% -658 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,872 $205K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,830 $200K <0.01% +87 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,780 $195K <0.01% -12 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,756 $192K <0.01% +246 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,700 $186K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for Asset Management One Co., Ltd. 1,076 $119K <0.01% -2,316 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,085 $119K <0.01% +630 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,077 $118K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,071 $117K 0.08% +145 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,060 $116K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,056 $115K 0.01% +1,018 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $109K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,000 $109K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 941 $103K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 922 $101K <0.01% +37 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 900 $98.4K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 892 $97.5K <0.01% -47 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 850 $92.9K 0.06% new 13F-HR Timeline STF Management LP More: the full row for STF Management LP 846 $92.5K 0.09% -961 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 771 $84K 0.01% -36 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 748 $81.8K <0.01% -3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 726 $79.4K <0.01% +9 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 700 $76.5K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 700 $76.5K 0.05% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 695 $76K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 684 $74.8K <0.01% +13 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 670 $73.2K 0.03% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 630 $68.9K 0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 627 $68.5K 0.02% +343 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 553 $60.4K <0.01% +16 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 532 $58.2K <0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 512 $56K 0.06% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 505 $55.2K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $54.7K 0.03% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 480 $52.5K 0.01% 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 458 $50.1K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 400 $43.7K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 375 $43.1K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 382 $41.8K <0.01% +44 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 367 $40.1K 0.02% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 346 $38K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 339 $37.1K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 320 $35K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 310 $33.9K 0.03% -8,272 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 300 $32.8K 0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 300 $32.8K 0.02% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 273 $29.8K 0.02% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 257 $28.1K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 250 $27.3K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 247 $27K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 232 $25K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 211 $23.1K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 206 $22.5K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. 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Advisory Services LLC 185 $20.2K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 181 $19.8K 0.02% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 180 $19.7K <0.01% -2,015 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 174 $19K <0.01% -335 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 171 $19K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 161 $17.6K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 160 $17.5K 0.01% 0 13F-HR Timeline JCIC Asset Management Inc. 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More: the full row for Kingdom Financial Group LLC. 53 $5.79K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 53 $5.79K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 52 $5.68K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 51 $5.58K <0.01% -18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 51 $5.58K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $5.47K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 50 $5.47K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $5.47K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 50 $5.47K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $4.81K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 40 $4.37K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 39 $4.26K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 37 $4.04K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Cape Investment Advisory, Inc. 28 $3.06K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 27 $2.95K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 26 $2.84K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 25 $2.73K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 25 $2.73K <0.01% 0 13F-HR Timeline Group