LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 17,040 $535K 0.09% -6,577 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 16,839 $528K 0.47% +859 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 16,300 $523K 0.18% +4,013 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 16,543 $519K <0.01% +9,231 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,364 $514K 0.05% -360 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 16,313 $512K 0.37% +874 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 16,086 $505K 0.15% +1,070 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,952 $501K <0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 15,715 $493K 0.01% +85 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 15,353 $482K 0.31% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,285 $480K 0.01% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,247 $478K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,219 $478K <0.01% 0 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 15,203 $477K 0.14% -31 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 14,885 $467K 0.11% -2 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 14,464 $454K 0.07% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,249 $447K 0.01% +1 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,202 $446K 0.14% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14,172 $445K 0.24% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,168 $445K 0.03% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,816 $434K 0.04% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,691 $430K 0.07% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,525 $424K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,503 $424K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,483 $423K 0.01% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,302 $417K 0.31% 0 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 13,123 $416K 0.27% -377 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 13,131 $412K 0.3% +120 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 13,037 $409K 0.33% +66 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,859 $404K 0.07% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12,710 $399K 0.21% +9 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 12,683 $398K 0.2% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 12,673 $398K 0.04% +3,150 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,635 $396K 0.14% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,634 $396K 0.04% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,558 $394K 0.02% +41 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,470 $391K 0.01% +3,408 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,424 $390K <0.01% -2,595 13F-HR Timeline MOTCO More: the full row for MOTCO 12,372 $388K 0.04% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 12,324 $387K 0.14% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,189 $382K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,017 $381K 0.05% 0 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,130 $381K 0.01% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 11,999 $377K 0.05% +71 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,981 $376K <0.01% +1,064 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,793 $370K 0.03% -156 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 11,718 $368K 0.18% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 11,574 $363K 0.22% -449 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,272 $354K 0.02% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 11,177 $351K 0.28% -33,253 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,066 $347K 0.02% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,978 $346K 0.03% 0 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,029 $346K 0.08% +65 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 10,706 $336K 0.06% -322 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 10,486 $329K 0.04% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,420 $327K 0.24% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,263 $322K 0.02% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 10,218 $321K 0.17% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,185 $320K 0.01% +20 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,051 $315K 0.04% +2,754 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,051 $315K 0.03% +2,754 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,988 $313K 0.01% -2,014 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,206 $312K 0.01% 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 9,912 $311K 0.2% +59 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,826 $308K <0.01% +305 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,738 $306K 0.03% +18 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,717 $305K 0.03% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,618 $302K <0.01% +690 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 9,594 $301K 0.08% -344 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,520 $299K 0.03% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,515 $299K 0.04% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 9,376 $294K 0.2% +324 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,257 $290K <0.01% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 9,217 $289K 0.18% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,204 $289K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,207 $289K 0.13% +54 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,168 $288K 0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,166 $287K 0.1% -8 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,118 $286K <0.01% +52 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,116 $286K 0.01% -1,917 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,111 $286K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,067 $285K 0.01% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,959 $281K 0.1% +3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,852 $278K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,832 $277K 0.03% new 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 8,786 $276K 0.11% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,713 $273K 0.02% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 8,708 $273K 0.11% -4,262 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,641 $273K 0.01% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,585 $269K 0.17% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,559 $269K 0.02% -1,705 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,533 $268K 0.08% +51 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,322 $261K 0.09% +123 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,303 $261K 0.01% +632 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,250 $259K 0.16% +37 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,110 $254K 0.12% +48 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,012 $251K <0.01% -389 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,981 $250K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,967 $250K 0.05% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,875 $247K 0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,837 $246K 0.07% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 7,797 $245K 0.06% 0 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,732 $244K 0.04% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,718 $242K 0.18% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,678 $241K 0.02% 0 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $240K 0.1% -7,612 13F-HR Timeline Amount filed as zero, left out of ratios. Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,543 $239K 0.04% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 7,619 $239K 0.08% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,423 $233K <0.01% 0 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 7,420 $233K 0.15% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 7,311 $229K 0.04% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 7,267 $228K 0.17% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,249 $227K 0.01% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,964 $219K 0.06% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 6,946 $218K 0.1% -539 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,927 $217K <0.01% -89,770 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 6,896 $216K 0.02% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,891 $216K 0.11% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,788 $213K 0.03% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,716 $211K <0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,671 $209K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,651 $209K 0.01% new 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,650 $209K 0.06% +39 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,551 $206K 0.02% -363 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 6,535 $205K 0.08% -2,424 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,456 $203K 0.03% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,429 $202K <0.01% new 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,401 $201K 0.11% -1,076 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,317 $201K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,360 $200K 0.06% +1,265 13F-HR Timeline City State Bank More: the full row for City State Bank 6,000 $188K 0.05% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,940 $186K 0.06% +21 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,753 $181K <0.01% +31 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,720 $179K 0.06% -254 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,388 $169K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5,369 $168K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,295 $166K 0.01% -479 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,933 $155K 0.03% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,911 $154K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,744 $149K 0.04% +28 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,709 $148K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,672 $147K 0.02% +23 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,574 $144K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,360 $137K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,352 $137K 0.01% +1,145 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,239 $133K 0.03% +20 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4,130 $130K 0.05% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,071 $128K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,052 $127K -1,783 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,921 $123K <0.01% +2 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,905 $123K <0.01% -7,134 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,655 $115K <0.01% +1,579 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,398 $107K <0.01% 0 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 3,319 $104K 0.07% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,107 $97.5K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,819 $88.5K 0.03% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,646 $83K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,517 $79K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,475 $77.7K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,413 $75.7K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,391 $75K 0.01% +437 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,312 $72.6K 0.01% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,254 $70.7K <0.01% -9,141 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,093 $65.7K 0.01% +13 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,056 $64.5K <0.01% +12 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,940 $60.6K <0.01% +144 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,893 $59.4K 0.04% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,834 $57.6K 0.08% +148 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,823 $57.5K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,616 $51K <0.01% +270 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,623 $50.9K 0.02% +2 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,539 $48.3K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,389 $43.6K 0.02% +66 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,225 $38.6K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,134 $35.6K 0.02% -3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,132 $35.5K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,074 $33.7K <0.01% +1,002 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,039 $32.6K 0.01% -135 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 883 $27.7K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 759 $23.8K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 668 $21K <0.01% new 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 593 $18.6K <0.01% +4 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 557 $17.5K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 517 $16.2K <0.01% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 48,649 $15.3K 0.27% +20,816 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 417 $13.1K <0.01% -1,069,209 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 416 $13.1K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 294 $9.23K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 276 $8.66K <0.01% 0 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 248 $7.78K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 230 $7.22K <0.01% +22 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 189 $5.93K 0.09% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 166 $5.21K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 159 $4.99K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 68 $2.13K <0.01% -12,416 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 65 $2.05K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 43 $1.35K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 28 $879 <0.01% -232 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 17 $534 <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 14 $439 <0.01% new 13F-HR Timeline Group