Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,594 $366K 0.01% -85,378 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,592 $366K 0.19% +63 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,588 $365K 0.1% -4,338 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 9,547 $364K 0.6% -559 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,507 $362K <0.01% +5,386 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,472 $361K 0.03% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 9,404 $358K 0.27% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,383 $358K 0.07% +9 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 9,367 $357K 0.02% +62 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,324 $355K 0.01% -2,521 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,284 $354K 0.26% +659 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 8,611 $352K 0.16% new 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 8,950 $348K 0.27% +57 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 9,092 $347K <0.01% -275 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,084 $346K <0.01% +1,122 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,080 $346K 0.01% -695 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 8,956 $341K 0.17% +43 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 8,934 $340K 0.28% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,912 $340K <0.01% +705 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,892 $339K 0.13% +782 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 8,873 $338K 0.14% +464 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,810 $336K 0.06% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,810 $336K 0.02% 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 8,752 $334K 0.28% 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,657 $330K 0.09% -111 13F-HR Timeline Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 8,360 $319K 0.3% 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 8,288 $316K 0.18% +1 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 8,284 $316K 0.22% -8,284 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,252 $314K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,204 $313K 0.01% -176 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8,167 $311K 0.11% -5,515 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,100 $308K 0.01% +400 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,039 $306K <0.01% +7,886 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,020 $306K 0.1% -404 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,336 $304K 0.13% +65 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,968 $304K 0.09% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 7,909 $301K 0.19% -54 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,750 $295K <0.01% -519 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,668 $292K 0.07% +1,496 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7,626 $291K 0.17% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,544 $288K 0.01% -35 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,460 $284K 0.04% +42 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,339 $280K 0.06% +308 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,314 $279K <0.01% +75 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,296 $278K 0.04% +19 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 7,278 $277K 0.27% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,265 $277K 0.07% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 7,262 $277K 0.21% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,205 $275K 0.19% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,200 $274K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,177 $274K 0.02% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,130 $272K 0.18% -120 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 7,079 $270K 0.12% new 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 6,707 $268K 0.29% 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,002 $267K 0.21% 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 6,941 $265K 0.07% +1,377 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,771 $258K 0.09% -95 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,698 $255K 0.16% +6 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,603 $252K 0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,572 $250K 0.14% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,561 $250K 0.03% +459 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,537 $249K 0.13% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,175 $244K 0.12% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,039 $230K 0.22% 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,997 $229K 0.03% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,976 $228K 0.01% -1,457 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,774 $220K 0.03% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,671 $216K 0.07% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,656 $216K 0.01% -495 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 5,627 $214K 0.16% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,584 $213K <0.01% +5,414 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,560 $212K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,520 $210K <0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,503 $210K 0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,499 $209K 0.07% +561 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 5,439 $207K 0.2% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,406 $206K 0.01% +315 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,949 $189K 0.13% +695 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,409 $180K 0.06% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 4,509 $172K 0.1% +22 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,145 $158K 0.12% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,951 $151K 0.01% +842 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,538 $135K 0.05% +19 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,381 $129K 0.09% +15 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,859 $109K 0.01% +442 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,807 $107K <0.01% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,526 $96.3K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,424 $92.4K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,333 $88.9K <0.01% +1,940 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,327 $88.7K <0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,322 $88.5K 0.01% +10 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,314 $88K <0.01% +442 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Planning Project LLC More: the full row for Planning Project LLC 2,072 $79K 0.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,900 $72.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,817 $69.3K 0.02% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,795 $68.4K 0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,759 $67K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,747 $66.6K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,590 $60.6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,553 $59.2K 0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,522 $58K <0.01% -324 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,521 $58K <0.01% +10 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,452 $55.3K 0.02% -4,048 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,339 $51K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,204 $45.9K <0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 1,180 $45K 0.02% -1,208 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,120 $42.7K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 844 $32.1K 0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 841 $32.1K 0.01% 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 840 $32K <0.01% new 13F-HR Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 779 $29.7K 0.02% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 730 $27.8K 0.02% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 730 $27.8K 0.03% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 681 $26K 0.02% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 598 $22.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 467 $17.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 430 $16.4K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 410 $15.6K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 348 $13.3K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 340 $13K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 326 $12.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 246 $9.36K <0.01% +21 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 219 $8K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 178 $7K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 150 $5.72K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 146 $5.56K <0.01% -103 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 134 $5.11K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130 $4.97K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 99 $3.77K <0.01% -5,645 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $3.66K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 85 $3.24K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,172 $2.17K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 52 $1.99K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 31 $1.18K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 8 $305 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 6 $212 <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4 $157 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $40 <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 11,686 $259 +4,898 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.